The Guardian Master Investment Trust 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 Master Investment Trust Plan is a benefit plan reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 026. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,927,506,401 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
026
Plan type
4
Location
New York, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,927,506,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240924110847NAL0026002946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,927,506,401
Total liabilities (EOY)
$1,484,850
Net assets (EOY)
$1,926,021,551
Net assets (BOY)
$1,665,547,216

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$307,902,189

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,338,473
Total expenses
$1,338,473
Net increase / (decrease)
$306,563,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023
Wealth Management Systems IncNONE$0$02023

Related Form 5500 pages