2023 Form 5500 filing — Guardian Cooperative Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924112157NAL0012883441001) for Guardian Cooperative Investment Plan, reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 007. It reports 3,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$404.1MReported net assets$404,115,185
Participants3.1K3,110
Provider compensation$194.3K2 Schedule C row(s)$194,277
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924112157NAL0012883441001
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 007
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$404.1M total assets
Net assets$404.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $404,115,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $404,115,185
- Employer contributions
- $7,457,208
- Participant contributions
- $18,854,225
- Total income / additions
- $93,497,594
- Benefits paid
- $48,101,515
- Administrative expenses
- $197,832
- Total expenses
- $48,380,714
- Net increase / (decrease)
- $45,116,880
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $153,949 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT ADVISOR | $40,328 | not reported in the loaded dataset |