G.M.P. - Employers Retiree Trust — Form 5500 plan (G.M.P.-Employers Retiree Trust)
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, G.M.P. - Employers Retiree Trust is a benefit plan reported by G.M.P.-Employers Retiree Trust under EIN 23-6411794 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,221 participants and $545,681,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.M.P.-Employers Retiree Trust
- EIN
- 23-6411794
- Plan number
- 501
- Plan type
- 1
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 22,221
- End-of-year plan assets
- $545,681,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,221 | H, C | 20250702104211NAL0013531521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $545,681,576
- Total liabilities (EOY)
- $4,444,468
- Net assets (EOY)
- $541,237,108
- Net assets (BOY)
- $477,015,306
Income & contributions
- Employer contributions
- $14,324,918
- Participant contributions
- $1,675,659
- Total contributions
- $18,314,436
- Total income / additions
- $95,637,282
Expenses & distributions
- Benefits paid
- $27,358,726
- Administrative expenses
- $4,056,754
- Total expenses
- $31,415,480
- Net increase / (decrease)
- $64,221,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross & Blueshield Of Sc | SERVICE PROVIDER | $539,092 | not reported in the loaded dataset | 2023 |
| Express Scripts | SERVICE PROVIDER | $436,564 | not reported in the loaded dataset | 2023 |
| Vba | SERVICE PROVIDER | $313,200 | not reported in the loaded dataset | 2023 |
| Dst Health Solutions, LLC | SERVICE PROVIDER | $301,867 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | SERVICE PROVIDER | $179,541 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Services | SERVICE PROVIDER | $176,769 | not reported in the loaded dataset | 2023 |
| Los Angeles Capital | SERVICE PROVIDER | $168,537 | not reported in the loaded dataset | 2023 |
| Rrca Roofing & Reconstruction | SERVICE PROVIDER | $160,060 | not reported in the loaded dataset | 2023 |
| Jodi Hopper | EMPLOYEE | $149,505 | not reported in the loaded dataset | 2023 |
| Hill, Barth And King LLC | SERVICE PROVIDER | $125,000 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc | SERVICE PROVIDER | $125,000 | not reported in the loaded dataset | 2023 |
| Callan | SERVICE PROVIDER | $120,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | SERVICE PROVIDER | $100,282 | not reported in the loaded dataset | 2023 |
| Mariellen King | EMPLOYEE | $94,768 | not reported in the loaded dataset | 2023 |
| Change Healthcare | SERVICE PROVIDER | $90,336 | not reported in the loaded dataset | 2023 |
| William Blair And Company | SERVICE PROVIDER | $88,878 | $0 | 2023 |
| Diamond Hill Capital | SERVICE PROVIDER | $71,429 | not reported in the loaded dataset | 2023 |
| Gdit | SERVICE PROVIDER | $62,232 | not reported in the loaded dataset | 2023 |
| Tracy M. Mcfadden | EMPLOYEE | $55,631 | not reported in the loaded dataset | 2023 |
| Shari Gordon | EMPLOYEE | $51,609 | not reported in the loaded dataset | 2023 |
| Sandra Glase | EMPLOYEE | $48,967 | not reported in the loaded dataset | 2023 |
| Kathryn Mohr | EMPLOYEE | $48,102 | not reported in the loaded dataset | 2023 |
| Carrie Oleson | EMPLOYEE | $38,311 | not reported in the loaded dataset | 2023 |
| Debra Fulmer | EMPLOYEE | $35,323 | not reported in the loaded dataset | 2023 |
| Teamlogic It | SERVICE PROVIDER | $35,075 | not reported in the loaded dataset | 2023 |
| Mary Gaspar | EMPLOYEE | $34,484 | not reported in the loaded dataset | 2023 |
| Jacqueline Knight | EMPLOYEE | $34,247 | not reported in the loaded dataset | 2023 |
| Jennifer White | EMPLOYEE | $29,495 | not reported in the loaded dataset | 2023 |
| Josiah Schelm | EMPLOYEE | $28,147 | not reported in the loaded dataset | 2023 |
| Marie Heard | EMPLOYEE | $26,466 | not reported in the loaded dataset | 2023 |
| Christian Phillippi | EMPLOYEE | $24,106 | not reported in the loaded dataset | 2023 |
| Healthx-Zipari | SERVICE PROVIDER | $22,932 | not reported in the loaded dataset | 2023 |
| Robison, Curphey And O'Connell | SERVICE PROVIDER | $16,903 | not reported in the loaded dataset | 2023 |
| First Health | SERVICE PROVIDER | $10,510 | not reported in the loaded dataset | 2023 |
| Florida Power And Light | SERVICE PROVIDER | $10,275 | not reported in the loaded dataset | 2023 |
| Paradise Coast Restoration, Inc | SERVICE PROVIDER | $9,028 | not reported in the loaded dataset | 2023 |
| Principal Financial Services | SERVICE PROVIDER | $8,844 | not reported in the loaded dataset | 2023 |
| United Mechanical, LLC | SERVICE PROVIDER | $8,619 | not reported in the loaded dataset | 2023 |
| Coverall North America | SERVICE PROVIDER | $7,442 | not reported in the loaded dataset | 2023 |
| Jason Deatherage | EMPLOYEE | $6,444 | not reported in the loaded dataset | 2023 |
| Island Coast Lawn & Landscape | SERVICE PROVIDER | $6,422 | not reported in the loaded dataset | 2023 |
| Context 4 Healthcare, Inc | SERVICE PROVIDER | $5,725 | not reported in the loaded dataset | 2023 |
| Acra Electric, Inc | SERVICE PROVIDER | $5,339 | not reported in the loaded dataset | 2023 |
| New Directions Behavioral Health | SERVICE PROVIDER | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G.M.P.-Employers Retiree Trust
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Bluecross & Blueshield Of Sc — Schedule C compensation
- Express Scripts — Schedule C compensation
- Vba — Schedule C compensation
- Dst Health Solutions, LLC — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Bny Mellon Asset Services — Schedule C compensation
- Los Angeles Capital — Schedule C compensation
- Rrca Roofing & Reconstruction — Schedule C compensation
- Jodi Hopper — Schedule C compensation
- Hill, Barth And King LLC — Schedule C compensation
- Towers Watson Delaware Inc — Schedule C compensation
- Callan — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mariellen King — Schedule C compensation
- Change Healthcare — Schedule C compensation
- William Blair And Company — Schedule C compensation
- Diamond Hill Capital — Schedule C compensation
- Gdit — Schedule C compensation
- Tracy M. Mcfadden — Schedule C compensation
- Shari Gordon — Schedule C compensation
- Sandra Glase — Schedule C compensation
- Kathryn Mohr — Schedule C compensation
- Carrie Oleson — Schedule C compensation
- Debra Fulmer — Schedule C compensation
- Teamlogic It — Schedule C compensation
- Mary Gaspar — Schedule C compensation
- Jacqueline Knight — Schedule C compensation
- Jennifer White — Schedule C compensation
- Josiah Schelm — Schedule C compensation
- Marie Heard — Schedule C compensation
- Christian Phillippi — Schedule C compensation
- Healthx-Zipari — Schedule C compensation
- Robison, Curphey And O'Connell — Schedule C compensation
- First Health — Schedule C compensation
- Florida Power And Light — Schedule C compensation
- Paradise Coast Restoration, Inc — Schedule C compensation
- Principal Financial Services — Schedule C compensation
- United Mechanical, LLC — Schedule C compensation
- Coverall North America — Schedule C compensation
- Jason Deatherage — Schedule C compensation
- Island Coast Lawn & Landscape — Schedule C compensation
- Context 4 Healthcare, Inc — Schedule C compensation
- Acra Electric, Inc — Schedule C compensation
- New Directions Behavioral Health — Schedule C compensation