2023 Form 5500 filing — Arthur J. Gallagher & Co. Employees' Pension 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 20241015055121NAL0027686593001) for Arthur J. Gallagher & Co. Employees' Pension Plan, reported by Arthur J. Gallagher (Illinois), LLC under EIN 36-2481781 and plan number 002. It reports 3,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055121NAL0027686593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arthur J. Gallagher (Illinois), LLC
- EIN
- 36-2481781
- Plan number
- 002
- Location
- Rolling Meadows, IL
- Participants
- 3,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,268,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,268,720
- Total income / additions
- $35,028,249
- Benefits paid
- $15,588,778
- Administrative expenses
- $672,506
- Total expenses
- $16,261,284
- Net increase / (decrease)
- $18,766,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $91,172 | not reported in the loaded dataset |
| Empower Capital Management, LLC | NONE | $32,073 | not reported in the loaded dataset |
| Fgmk LLC | NONE | $29,500 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $7,480 | not reported in the loaded dataset |