The Guardian Master Pension Plan Trust — 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 Master Pension Plan Trust is a benefit plan reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,916,790,724 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9BPlan net assets, end of year$1,916,692,087
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
The Guardian Life Insurance Company Of America
EIN
13-5123390
Plan number
020
Plan type
4
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241011110931NAL0010851971001
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)$1.9B total assets
Net assets$1.9BLiabilities$98.6K
Money in vs. money out
Total income / additions$180.7M
Total expenses$18.3M
Benefits paid / distributions$13.9M
Full reported line items

Net assets

Total assets (EOY)
$1,916,790,724
Total liabilities (EOY)
$98,637
Net assets (EOY)
$1,916,692,087
Net assets (BOY)
$1,927,602,802

Income & contributions

Total income / additions
$180,696,144

Expenses & distributions

Benefits paid
$13,880,707
Administrative expenses
$4,426,662
Total expenses
$18,307,369
Net increase / (decrease)
$162,388,775
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income8%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages