2023 Form 5500 filing — Guarantee Trust Life Insurance Company And Select Affiliates 401(K) And Profit Sharing 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 20241008153759NAL0016956897001) for Guarantee Trust Life Insurance Company And Select Affiliates 401(K) And Profit Sharing Plan, reported by Guarantee Trust Life Insurance Company under EIN 36-1174500 and plan number 333. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153759NAL0016956897001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Guarantee Trust Life Insurance Company
- EIN
- 36-1174500
- Plan number
- 333
- Location
- Glenview, IL
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,700,144
- Net assets (EOY)
- $49,700,144
- Employer contributions
- $1,244,597
- Participant contributions
- $1,717,567
- Total income / additions
- $10,908,341
- Benefits paid
- $1,666,951
- Administrative expenses
- $99,533
- Total expenses
- $1,766,484
- Net increase / (decrease)
- $9,141,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | RIA | $49,262 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $854 | $0 |