Arthur J. Gallagher & Co. Employees' Pension Plan — Form 5500 plan (Arthur J. Gallagher (Illinois), 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, Arthur J. Gallagher & Co. Employees' Pension Plan is a benefit plan reported by Arthur J. Gallagher (Illinois), LLC under EIN 36-2481781 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,943 participants and $231,268,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arthur J. Gallagher (Illinois), LLC
- EIN
- 36-2481781
- Plan number
- 002
- Plan type
- 2
- Location
- Rolling Meadows, IL
- Latest filing year
- 2023
- Participants
- 3,943
- End-of-year plan assets
- $231,268,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,943 | H, C | 20241015055121NAL0027686593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,268,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,268,720
- Net assets (BOY)
- $212,501,755
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,028,249
Expenses & distributions
- Benefits paid
- $15,588,778
- Administrative expenses
- $672,506
- Total expenses
- $16,261,284
- Net increase / (decrease)
- $18,766,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $91,172 | not reported in the loaded dataset | 2023 |
| Empower Capital Management, LLC | NONE | $32,073 | not reported in the loaded dataset | 2023 |
| Fgmk LLC | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $7,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arthur J. Gallagher (Illinois), LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rolling Meadows, IL
- Prudential Ret. Ins. & Annuity Co. — Schedule C compensation
- Empower Capital Management, LLC — Schedule C compensation
- Fgmk LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation