2023 Form 5500 filing — Guideone Insurance Company 401(K) 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 20241009113505NAL0010568051001) for Guideone Insurance Company 401(K) Plan, reported by Tmg Insurance Services, LLC under EIN 42-0645088 and plan number 002. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113505NAL0010568051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tmg Insurance Services, LLC
- EIN
- 42-0645088
- Plan number
- 002
- Location
- West Des Moines, IA
- Participants
- 855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,507,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,507,326
- Employer contributions
- $2,886,477
- Participant contributions
- $5,716,004
- Total income / additions
- $35,375,476
- Benefits paid
- $13,069,816
- Administrative expenses
- $211,327
- Total expenses
- $13,251,301
- Net increase / (decrease)
- $22,124,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $134,022 | $0 |
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $64,005 | $78 |
| Uhy Llp | ACCOUNTANT | $13,300 | not reported in the loaded dataset |