Guarantee Trust Life Insurance Company And Select Affiliates 401(K) And Profit Sharing Plan — Form 5500 plan (Guarantee Trust Life Insurance Company)
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, Guarantee Trust Life Insurance Company And Select Affiliates 401(K) And Profit Sharing Plan is a benefit plan reported by Guarantee Trust Life Insurance Company under EIN 36-1174500 and plan number 333. The latest loaded filing year is 2023. The filing reports 337 participants and $49,700,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guarantee Trust Life Insurance Company
- EIN
- 36-1174500
- Plan number
- 333
- Plan type
- 3
- Location
- Glenview, IL
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $49,700,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20241008153759NAL0016956897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,700,144
- Net assets (EOY)
- $49,700,144
- Net assets (BOY)
- $40,558,287
Income & contributions
- Employer contributions
- $1,244,597
- Participant contributions
- $1,717,567
- Total contributions
- $2,986,166
- Total income / additions
- $10,908,341
Expenses & distributions
- Benefits paid
- $1,666,951
- Administrative expenses
- $99,533
- Total expenses
- $1,766,484
- Net increase / (decrease)
- $9,141,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | RIA | $49,262 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $854 | $0 | 2023 |