2023 Form 5500 filing — Arthur J. Gallagher & Co. Employees Savings And Thrift 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 20241014162425NAL0045293488001) for Arthur J. Gallagher & Co. Employees Savings And Thrift Plan, reported by Arthur J. Gallagher (Illinios), LLC. under EIN 36-2481781 and plan number 001. It reports 25,874 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162425NAL0045293488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arthur J. Gallagher (Illinios), LLC.
- EIN
- 36-2481781
- Plan number
- 001
- Location
- Rolling Meadows, IL
- Participants
- 25,874
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,238,355,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,238,355,508
- Employer contributions
- $85,997,489
- Participant contributions
- $166,458,039
- Total income / additions
- $760,334,999
- Benefits paid
- $303,592,739
- Administrative expenses
- $652,984
- Total expenses
- $305,628,354
- Net increase / (decrease)
- $454,706,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $424,628 | $0 |
| Empower Advisory Group, LLC | RECORDKEEPER | $89,557 | not reported in the loaded dataset |
| Fgmk, LLC | NONE | $37,500 | not reported in the loaded dataset |
| Harter Secrest & Emery | LEGAL | $10,309 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $6,840 | not reported in the loaded dataset |