2023 Form 5500 filing — Global Indemnity 401(K) 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 20241010133340NAL0010029747001) for Global Indemnity 401(K) Plan, reported by Gbli Holdings, LLC under EIN 20-0184863 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133340NAL0010029747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gbli Holdings, LLC
- EIN
- 20-0184863
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,791,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,791,941
- Employer contributions
- $1,615,901
- Participant contributions
- $2,746,555
- Total income / additions
- $15,302,216
- Benefits paid
- $10,747,495
- Administrative expenses
- $158,199
- Total expenses
- $10,918,019
- Net increase / (decrease)
- $4,384,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $83,209 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $74,990 | $10 |