2023 Form 5500 filing — Globe Life Inc. Pension 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 20241015170504NAL0016936435001) for Globe Life Inc. Pension Plan, reported by Globe Life Inc. under EIN 63-0780404 and plan number 002. It reports 4,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170504NAL0016936435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Globe Life Inc.
- EIN
- 63-0780404
- Plan number
- 002
- Location
- Mckinney, TX
- Participants
- 4,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $547,330,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $547,330,932
- Employer contributions
- $40,000,000
- Total income / additions
- $114,020,136
- Benefits paid
- $22,645,651
- Administrative expenses
- $702,509
- Total expenses
- $23,348,160
- Net increase / (decrease)
- $90,671,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $166,396 | not reported in the loaded dataset |
| Comerica | NONE | $39,238 | $0 |
| Lane Gorman Trubitt, LLC | NONE | $36,700 | not reported in the loaded dataset |
| Northern Trust | NONE | $9,551 | not reported in the loaded dataset |