2023 Form 5500 filing — The Guardian Home Office Employees' Retirement Pla
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 20241011153238NAL0011129155002) for The Guardian Home Office Employees' Retirement Pla, reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 001. It reports 8,059 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153238NAL0011129155002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 001
- Location
- New York, NY
- Participants
- 8,059
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,368,153,660
- Net assets (EOY)
- $1,368,153,660
- Total income / additions
- $126,084,893
- Benefits paid
- $134,491,349
- Administrative expenses
- $3,422,689
- Total expenses
- $137,914,038
- Net increase / (decrease)
- -$11,829,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson | ACTUARY | $1,109,939 | not reported in the loaded dataset |
| Johnson Lambert | AUDITOR | $155,406 | not reported in the loaded dataset |
| Ss&C Private Equity Services, Inc | INVESTMENT MANAGER | $145,652 | not reported in the loaded dataset |
| The Townsend Group | INVESTMENT MANAGER | $117,526 | not reported in the loaded dataset |
| Victory Capital Management | INVESTMENT MANAGER | $95,172 | not reported in the loaded dataset |