2023 Form 5500 filing — Global Infrastructure Management, LLC 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 20241015145922NAL0048517808001) for Global Infrastructure Management, LLC 401(K) Plan, reported by Global Infrastructure Management, LLC under EIN 20-5504170 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145922NAL0048517808001
Filing year
2023
Form type
2
Plan sponsor
Global Infrastructure Management, LLC
EIN
20-5504170
Plan number
001
Location
New York, NY
Participants
319
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$80,872,657
Total liabilities (EOY)
$0
Net assets (EOY)
$80,872,657
Employer contributions
$5,613,674
Participant contributions
$4,213,832
Total income / additions
$21,077,971
Benefits paid
$3,870,400
Administrative expenses
$186,686
Total expenses
$4,057,086
Net increase / (decrease)
$17,020,885
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial ServicesNONE$97,948not reported in the loaded dataset
Rpg ConsultantsNONE$62,619not reported in the loaded dataset
Matrix Trust CompanyNONE$26,119not reported in the loaded dataset

Related Form 5500 pages