Global Infrastructure Management, LLC 401(K) Plan — Form 5500 plan (Global Infrastructure Management, 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 Infrastructure Management, LLC 401(K) Plan is a benefit plan reported by Global Infrastructure Management, LLC under EIN 20-5504170 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $80,872,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Infrastructure Management, LLC
EIN
20-5504170
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
319
End-of-year plan assets
$80,872,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241015145922NAL0048517808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,872,657
Total liabilities (EOY)
$0
Net assets (EOY)
$80,872,657
Net assets (BOY)
$63,851,772

Income & contributions

Employer contributions
$5,613,674
Participant contributions
$4,213,832
Total contributions
$10,583,163
Total income / additions
$21,077,971

Expenses & distributions

Benefits paid
$3,870,400
Administrative expenses
$186,686
Total expenses
$4,057,086
Net increase / (decrease)
$17,020,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesNONE$97,948not reported in the loaded dataset2023
Rpg ConsultantsNONE$62,619not reported in the loaded dataset2023
Matrix Trust CompanyNONE$26,119not reported in the loaded dataset2023

Related Form 5500 pages