2023 Form 5500 filing — Guardian Life Employees Incentive Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924111822NAL0004640675001) for Guardian Life Employees Incentive Savings Plan, reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 006. It reports 2,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$682.1MReported net assets$682,095,046
Participants2K2,029
Provider compensation$70.5K2 Schedule C row(s)$70,478
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924111822NAL0004640675001
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 006
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$682.1M total assets
Net assets$682.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $682,095,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $682,095,046
- Employer contributions
- $2,632,001
- Participant contributions
- $7,286,426
- Total income / additions
- $114,520,702
- Benefits paid
- $75,821,881
- Administrative expenses
- $74,033
- Total expenses
- $75,895,914
- Net increase / (decrease)
- $38,624,788
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | INVESTMENT ADVISOR | $40,328 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,150 | not reported in the loaded dataset |