2023 Form 5500 filing — Pacific Guardian Life Insurance Co., Ltd. 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 20241015155241NAL0016802579001) for Pacific Guardian Life Insurance Co., Ltd. 401(K) Plan, reported by Pacific Guardian Life Insurance Company Ltd. under EIN 99-0108050 and plan number 002. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155241NAL0016802579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Guardian Life Insurance Company Ltd.
- EIN
- 99-0108050
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,050,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,050,320
- Employer contributions
- $393,322
- Participant contributions
- $838,935
- Total income / additions
- $3,912,595
- Benefits paid
- $1,465,510
- Administrative expenses
- $91,695
- Total expenses
- $1,565,392
- Net increase / (decrease)
- $2,347,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $48,831 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $27,024 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,840 | $0 |