2023 Form 5500 filing — G.M.P. - Employers Retiree Trust
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 20250702104211NAL0013531521001) for G.M.P. - Employers Retiree Trust, reported by G.M.P.-Employers Retiree Trust under EIN 23-6411794 and plan number 501. It reports 22,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702104211NAL0013531521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- G.M.P.-Employers Retiree Trust
- EIN
- 23-6411794
- Plan number
- 501
- Location
- Fort Myers, FL
- Participants
- 22,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $545,681,576
- Total liabilities (EOY)
- $4,444,468
- Net assets (EOY)
- $541,237,108
- Employer contributions
- $14,324,918
- Participant contributions
- $1,675,659
- Total income / additions
- $95,637,282
- Benefits paid
- $27,358,726
- Administrative expenses
- $4,056,754
- Total expenses
- $31,415,480
- Net increase / (decrease)
- $64,221,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross & Blueshield Of Sc | SERVICE PROVIDER | $539,092 | not reported in the loaded dataset |
| Express Scripts | SERVICE PROVIDER | $436,564 | not reported in the loaded dataset |
| Vba | SERVICE PROVIDER | $313,200 | not reported in the loaded dataset |
| Dst Health Solutions, LLC | SERVICE PROVIDER | $301,867 | not reported in the loaded dataset |
| Dodge And Cox | SERVICE PROVIDER | $179,541 | not reported in the loaded dataset |
| Bny Mellon Asset Services | SERVICE PROVIDER | $176,769 | not reported in the loaded dataset |
| Los Angeles Capital | SERVICE PROVIDER | $168,537 | not reported in the loaded dataset |
| Rrca Roofing & Reconstruction | SERVICE PROVIDER | $160,060 | not reported in the loaded dataset |
| Jodi Hopper | EMPLOYEE | $149,505 | not reported in the loaded dataset |
| Hill, Barth And King LLC | SERVICE PROVIDER | $125,000 | not reported in the loaded dataset |
| Towers Watson Delaware Inc | SERVICE PROVIDER | $125,000 | not reported in the loaded dataset |
| Callan | SERVICE PROVIDER | $120,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | SERVICE PROVIDER | $100,282 | not reported in the loaded dataset |
| Mariellen King | EMPLOYEE | $94,768 | not reported in the loaded dataset |
| Change Healthcare | SERVICE PROVIDER | $90,336 | not reported in the loaded dataset |
| William Blair And Company | SERVICE PROVIDER | $88,878 | $0 |
| Diamond Hill Capital | SERVICE PROVIDER | $71,429 | not reported in the loaded dataset |
| Gdit | SERVICE PROVIDER | $62,232 | not reported in the loaded dataset |
| Tracy M. Mcfadden | EMPLOYEE | $55,631 | not reported in the loaded dataset |
| Shari Gordon | EMPLOYEE | $51,609 | not reported in the loaded dataset |
| Sandra Glase | EMPLOYEE | $48,967 | not reported in the loaded dataset |
| Kathryn Mohr | EMPLOYEE | $48,102 | not reported in the loaded dataset |
| Carrie Oleson | EMPLOYEE | $38,311 | not reported in the loaded dataset |
| Debra Fulmer | EMPLOYEE | $35,323 | not reported in the loaded dataset |
| Teamlogic It | SERVICE PROVIDER | $35,075 | not reported in the loaded dataset |
| Mary Gaspar | EMPLOYEE | $34,484 | not reported in the loaded dataset |
| Jacqueline Knight | EMPLOYEE | $34,247 | not reported in the loaded dataset |
| Jennifer White | EMPLOYEE | $29,495 | not reported in the loaded dataset |
| Josiah Schelm | EMPLOYEE | $28,147 | not reported in the loaded dataset |
| Marie Heard | EMPLOYEE | $26,466 | not reported in the loaded dataset |
| Christian Phillippi | EMPLOYEE | $24,106 | not reported in the loaded dataset |
| Healthx-Zipari | SERVICE PROVIDER | $22,932 | not reported in the loaded dataset |
| Robison, Curphey And O'Connell | SERVICE PROVIDER | $16,903 | not reported in the loaded dataset |
| First Health | SERVICE PROVIDER | $10,510 | not reported in the loaded dataset |
| Florida Power And Light | SERVICE PROVIDER | $10,275 | not reported in the loaded dataset |
| Paradise Coast Restoration, Inc | SERVICE PROVIDER | $9,028 | not reported in the loaded dataset |
| Principal Financial Services | SERVICE PROVIDER | $8,844 | not reported in the loaded dataset |
| United Mechanical, LLC | SERVICE PROVIDER | $8,619 | not reported in the loaded dataset |
| Coverall North America | SERVICE PROVIDER | $7,442 | not reported in the loaded dataset |
| Jason Deatherage | EMPLOYEE | $6,444 | not reported in the loaded dataset |
| Island Coast Lawn & Landscape | SERVICE PROVIDER | $6,422 | not reported in the loaded dataset |
| Context 4 Healthcare, Inc | SERVICE PROVIDER | $5,725 | not reported in the loaded dataset |
| Acra Electric, Inc | SERVICE PROVIDER | $5,339 | not reported in the loaded dataset |
| New Directions Behavioral Health | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset |