2023 Form 5500 filing — Fidelity & Guaranty Life 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 20241014135326NAL0015053651001) for Fidelity & Guaranty Life 401(K) Plan, reported by Fidelity & Guaranty Life Business Services, Inc. under EIN 43-1914674 and plan number 001. It reports 1,089 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)$133.6MReported net assets$133,553,432
Participants1.1K1,089
Provider compensation$92.1K2 Schedule C row(s)$92,135
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014135326NAL0015053651001
Plan sponsor
Fidelity & Guaranty Life Business Services, Inc.
EIN
43-1914674
Plan number
001
Location
Des Moines, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$133.6M total assets
Net assets$133.6MLiabilities$0
Money in vs. money out
Total income / additions$49.2M
Total expenses$9.4M
Benefits paid / distributions$9.3M
Contributions
Employer$8.5M
Participant$12.5M
Full reported line items
Total assets (EOY)
$133,553,432
Total liabilities (EOY)
$0
Net assets (EOY)
$133,553,432
Employer contributions
$8,534,413
Participant contributions
$12,461,424
Total income / additions
$49,221,865
Benefits paid
$9,298,402
Administrative expenses
$92,136
Total expenses
$9,390,538
Net increase / (decrease)
$39,831,327
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $50K
  2. 2
    RECORDKEEPER · Direct $42.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014135326NAL0015053651001 cover?
It is the 2023 Form 5500 filing for Fidelity & Guaranty Life 401(K) Plan, reported by Fidelity & Guaranty Life Business Services, Inc. (EIN 43-1914674).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages