The Guardian Home Office Employees' Retirement Pla — Form 5500 plan (The Guardian Life Insurance Company Of America)
Plain-English plan 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, The Guardian Home Office Employees' Retirement Pla is a benefit plan reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,059 participants and $1,368,153,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 8,059
- End-of-year plan assets
- $1,368,153,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,059 | H, C | 20241011153238NAL0011129155002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,368,153,660
- Net assets (EOY)
- $1,368,153,660
- Net assets (BOY)
- $1,379,982,805
Income & contributions
- Total income / additions
- $126,084,893
Expenses & distributions
- Benefits paid
- $134,491,349
- Administrative expenses
- $3,422,689
- Total expenses
- $137,914,038
- Net increase / (decrease)
- -$11,829,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson | ACTUARY | $1,109,939 | not reported in the loaded dataset | 2023 |
| Johnson Lambert | AUDITOR | $155,406 | not reported in the loaded dataset | 2023 |
| Ss&C Private Equity Services, Inc | INVESTMENT MANAGER | $145,652 | not reported in the loaded dataset | 2023 |
| The Townsend Group | INVESTMENT MANAGER | $117,526 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | INVESTMENT MANAGER | $95,172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Guardian Life Insurance Company Of America
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Towers Watson — Schedule C compensation
- Johnson Lambert — Schedule C compensation
- Ss&C Private Equity Services, Inc — Schedule C compensation
- The Townsend Group — Schedule C compensation
- Victory Capital Management — Schedule C compensation