Gilbane 401(K) & Retirement Plan — Form 5500 plan (Gilbane Inc.)

Plain-English plan 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, Gilbane 401(K) & Retirement Plan is a benefit plan reported by Gilbane Inc. under EIN 05-0147010 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,123 participants and $906,305,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gilbane Inc.
EIN
05-0147010
Plan number
001
Plan type
2
Location
Providence, RI
Latest filing year
2023
Participants
5,123
End-of-year plan assets
$906,305,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,123H, C20240904093627NAL0032469712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$906,305,222
Total liabilities (EOY)
$2,444
Net assets (EOY)
$906,302,778
Net assets (BOY)
$792,370,684

Income & contributions

Employer contributions
$28,612,201
Participant contributions
$38,549,403
Total contributions
$71,641,122
Total income / additions
$208,476,690

Expenses & distributions

Benefits paid
$93,998,789
Administrative expenses
$478,442
Total expenses
$94,544,596
Net increase / (decrease)
$113,932,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$268,019not reported in the loaded dataset2023
Gyl Financial Synergies, LLCCONSULTANT$100,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$66,854$02023

Related Form 5500 pages