Home Golub Corporation Golub Corporation Qualified Security Plan Golub Corporation Qualified Security Plan — Form 5500 plan (Golub Corporation) 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, Golub Corporation Qualified Security Plan is a benefit plan reported by Golub Corporation under EIN 14-0724820 and plan number 004. The latest loaded filing year is 2023. The filing reports 365 participants and $15,472,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Golub Corporation
EIN 14-0724820
Plan number 004
Plan type 2
Location Schenectady, NY
Latest filing year 2023
Participants 365
End-of-year plan assets $15,472,768 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 365 H, C 20250211132826NAL0038105314001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $15,472,768
Net assets (EOY) $15,472,768
Net assets (BOY) $15,416,658 Income & contributions
Total income / additions $2,038,505 Expenses & distributions
Benefits paid $1,825,178
Administrative expenses $157,217
Total expenses $1,982,395
Net increase / (decrease) $56,110 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Karpus INVESTMENT MANAGER $60,981 not reported in the loaded dataset 2023 Capital Group INVESTMENT MANAGER $9,084 not reported in the loaded dataset 2023 Eagle INVESTMENT MANAGER $8,602 not reported in the loaded dataset 2023 Harris INVESTMENT MANAGER $7,542 not reported in the loaded dataset 2023 Shapiro INVESTMENT MANAGER $6,228 not reported in the loaded dataset 2023 Jennison INVESTMENT MANAGER $5,948 not reported in the loaded dataset 2023 Diamond Hill INVESTMENT MANAGER $5,947 not reported in the loaded dataset 2023 Yacktman INVESTMENT MANAGER $5,569 not reported in the loaded dataset 2023 Granite INVESTMENT MANAGER $5,355 not reported in the loaded dataset 2023 Harding Loevner INVESTMENT MANAGER $3,941 not reported in the loaded dataset 2023 Nuveen INVESTMENT MANAGER $3,728 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources