Guardian Retirement Investment Plan — 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, Guardian Retirement Investment Plan is a benefit plan reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 008. The latest loaded filing year is 2023. The filing reports 6,811 participants and $911,223,312 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$911.2MPlan net assets, end of year$911,223,312
Participants6.8KCovered participants reported6,811
Assets / participant$133.8KComputed: assets ÷ participants$133,787 (computed)
Provider compensation$380.3K2 Schedule C provider row(s)$380,296
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 008
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,811 | H, C | 20240924112629NAL0012891729001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$911.2M total assets
Net assets$911.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $911,223,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $911,223,312
- Net assets (BOY)
- $731,497,158
Income & contributions
- Employer contributions
- $64,919,903
- Participant contributions
- $51,802,682
- Total contributions
- $125,891,741
- Total income / additions
- $262,485,078
Expenses & distributions
- Benefits paid
- $82,681,676
- Administrative expenses
- $383,851
- Total expenses
- $83,338,240
- Net increase / (decrease)
- $179,146,838
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
56%44%
Employer 56%Participant 44%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $339,968 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $40,328 | not reported in the loaded dataset | 2023 |