Glatfelter Insurance Group 401(K) Retirement Plan — Form 5500 plan (Arthur J. Glatfelter Agency, 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, Glatfelter Insurance Group 401(K) Retirement Plan is a benefit plan reported by Arthur J. Glatfelter Agency, Inc. under EIN 23-1686428 and plan number 003. The latest loaded filing year is 2023. The filing reports 584 participants and $57,088,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arthur J. Glatfelter Agency, Inc.
EIN
23-1686428
Plan number
003
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
584
End-of-year plan assets
$57,088,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023584H, C20240916153448NAL0001152915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,088,196
Net assets (EOY)
$57,088,196
Net assets (BOY)
$48,157,573

Income & contributions

Employer contributions
$2,885,156
Participant contributions
$2,739,294
Total contributions
$5,760,737
Total income / additions
$15,120,463

Expenses & distributions

Benefits paid
$6,096,899
Administrative expenses
$89,947
Total expenses
$6,189,840
Net increase / (decrease)
$8,930,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$89,947$02023

Related Form 5500 pages