The Guardian Field Representative Employees' Retirement Plan — Form 5500 plan (The Guardian Life Insurance Company Of America)
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, The Guardian Field Representative Employees' Retirement Plan is a benefit plan reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,145 participants and $548,538,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,145
- End-of-year plan assets
- $548,538,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,145 | H, C | 20241011100349NAL0010794467002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $548,538,427
- Net assets (EOY)
- $548,538,427
- Net assets (BOY)
- $547,619,997
Income & contributions
- Total income / additions
- $54,611,251
Expenses & distributions
- Benefits paid
- $52,688,848
- Administrative expenses
- $1,003,973
- Total expenses
- $53,692,821
- Net increase / (decrease)
- $918,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson | ACTUARY | $423,439 | not reported in the loaded dataset | 2023 |
| Johnson Lambert Llp | AUDITOR | $45,585 | not reported in the loaded dataset | 2023 |
| Ss&C Private Equity Services, Inc | INVESTMENT MANAGEMENT | $42,723 | not reported in the loaded dataset | 2023 |
| The Townsend Group | INVESTMENT MANAGEMENT | $34,474 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | INVESTMENT MANAGEMENT | $27,917 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Guardian Life Insurance Company Of America
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Towers Watson — Schedule C compensation
- Johnson Lambert Llp — Schedule C compensation
- Ss&C Private Equity Services, Inc — Schedule C compensation
- The Townsend Group — Schedule C compensation
- Victory Capital Management — Schedule C compensation