Global Indemnity Medical Benefit Plan — Form 5500 plan (Gbli Holdings, LLC)

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, Global Indemnity Medical Benefit Plan is a benefit plan reported by Gbli Holdings, LLC under EIN 20-0184863 and plan number 512. The latest loaded filing year is 2023. The filing reports 306 participants and $346,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gbli Holdings, LLC
EIN
20-0184863
Plan number
512
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
306
End-of-year plan assets
$346,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20251006085459NAL0003172769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$346,277
Total liabilities (EOY)
$490,069
Net assets (EOY)
-$143,792
Net assets (BOY)
$668,945

Income & contributions

Employer contributions
$2,734,269
Participant contributions
$708,621
Total contributions
$3,442,890
Total income / additions
$3,453,058

Expenses & distributions

Benefits paid
$3,213,883
Administrative expenses
$1,051,912
Total expenses
$4,265,795
Net increase / (decrease)
-$812,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna Health PlansADMIN$53,947not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$35,916not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$12,471not reported in the loaded dataset2023

Related Form 5500 pages