Globe Life Inc. Savings And Investment Plan — Form 5500 plan (Globe Life 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, Globe Life Inc. Savings And Investment Plan is a benefit plan reported by Globe Life Inc. under EIN 63-0780404 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,162 participants and $251,882,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Globe Life Inc.
- EIN
- 63-0780404
- Plan number
- 001
- Plan type
- 2
- Location
- Mckinney, TX
- Latest filing year
- 2023
- Participants
- 3,162
- End-of-year plan assets
- $251,882,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,162 | H, C | 20240819145215NAL0001665217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $251,882,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $251,882,191
- Net assets (BOY)
- $241,693,332
Income & contributions
- Employer contributions
- $4,954,190
- Participant contributions
- $13,548,401
- Total contributions
- $19,465,067
- Total income / additions
- $48,802,943
Expenses & distributions
- Benefits paid
- $38,262,772
- Administrative expenses
- $239,120
- Total expenses
- $38,614,084
- Net increase / (decrease)
- $10,188,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $161,597 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $49,683 | not reported in the loaded dataset | 2023 |
| Regions Bank Dba Regions Trust | NONE | $23,540 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Globe Life Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mckinney, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation