Arthur J. Gallagher & Co. Employees Savings And Thrift Plan — Form 5500 plan (Arthur J. Gallagher (Illinios), 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, Arthur J. Gallagher & Co. Employees Savings And Thrift Plan is a benefit plan reported by Arthur J. Gallagher (Illinios), LLC. under EIN 36-2481781 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,874 participants and $3,238,355,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arthur J. Gallagher (Illinios), LLC.
- EIN
- 36-2481781
- Plan number
- 001
- Plan type
- 2
- Location
- Rolling Meadows, IL
- Latest filing year
- 2023
- Participants
- 25,874
- End-of-year plan assets
- $3,238,355,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,874 | H, C | 20241014162425NAL0045293488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,238,355,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,238,355,508
- Net assets (BOY)
- $2,780,042,149
Income & contributions
- Employer contributions
- $85,997,489
- Participant contributions
- $166,458,039
- Total contributions
- $312,658,200
- Total income / additions
- $760,334,999
Expenses & distributions
- Benefits paid
- $303,592,739
- Administrative expenses
- $652,984
- Total expenses
- $305,628,354
- Net increase / (decrease)
- $454,706,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $424,628 | $0 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $89,557 | not reported in the loaded dataset | 2023 |
| Fgmk, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery | LEGAL | $10,309 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $6,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arthur J. Gallagher (Illinios), LLC.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rolling Meadows, IL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Harter Secrest & Emery — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation