2023 Form 5500 filing — Pacific Guardian Life Insurance Company, Ltd. Retirement 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 20241015140456NAL0029906913001) for Pacific Guardian Life Insurance Company, Ltd. Retirement Plan, reported by Pacific Guardian Life Insurance Company, Ltd. under EIN 99-0108050 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140456NAL0029906913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Guardian Life Insurance Company, Ltd.
- EIN
- 99-0108050
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,986,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,986,369
- Employer contributions
- $0
- Total income / additions
- $2,162,803
- Benefits paid
- $1,167,703
- Administrative expenses
- $103,357
- Total expenses
- $1,271,060
- Net increase / (decrease)
- $891,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Hawaiian Bank | NONE | $103,357 | not reported in the loaded dataset |