Global Indemnity 401(K) Plan — Form 5500 plan (Gbli Holdings, LLC)

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, Global Indemnity 401(K) Plan is a benefit plan reported by Gbli Holdings, LLC under EIN 20-0184863 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $72,791,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gbli Holdings, LLC
EIN
20-0184863
Plan number
001
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
523
End-of-year plan assets
$72,791,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023523H, C20241010133340NAL0010029747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,791,941
Total liabilities (EOY)
$0
Net assets (EOY)
$72,791,941
Net assets (BOY)
$68,407,744

Income & contributions

Employer contributions
$1,615,901
Participant contributions
$2,746,555
Total contributions
$4,486,650
Total income / additions
$15,302,216

Expenses & distributions

Benefits paid
$10,747,495
Administrative expenses
$158,199
Total expenses
$10,918,019
Net increase / (decrease)
$4,384,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$83,209$02023
Ubs Financial Services IncINVESTMENT ADVISORY$74,990$102023

Related Form 5500 pages