2023 Form 5500 filing — Globe Union Group Retirement & 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 20241007132009NAL0008897363001) for Globe Union Group Retirement & Savings Plan, reported by Globe Union Group, Inc. under EIN 37-1428023 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132009NAL0008897363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Globe Union Group, Inc.
- EIN
- 37-1428023
- Plan number
- 001
- Location
- Woodridge, IL
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,313,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,313,757
- Employer contributions
- $367,770
- Participant contributions
- $919,331
- Total income / additions
- $4,084,433
- Benefits paid
- $877,698
- Administrative expenses
- $20,854
- Total expenses
- $898,552
- Net increase / (decrease)
- $3,185,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR/CONSULTANT | $12,500 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,354 | $0 |