Globe Union Group Retirement & Savings Plan — Form 5500 plan (Globe Union Group, Inc.)

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, Globe Union Group Retirement & Savings Plan is a benefit plan reported by Globe Union Group, Inc. under EIN 37-1428023 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $15,313,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Globe Union Group, Inc.
EIN
37-1428023
Plan number
001
Plan type
2
Location
Woodridge, IL
Latest filing year
2023
Participants
163
End-of-year plan assets
$15,313,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241007132009NAL0008897363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,313,757
Total liabilities (EOY)
$0
Net assets (EOY)
$15,313,757
Net assets (BOY)
$12,127,876

Income & contributions

Employer contributions
$367,770
Participant contributions
$919,331
Total contributions
$1,907,121
Total income / additions
$4,084,433

Expenses & distributions

Benefits paid
$877,698
Administrative expenses
$20,854
Total expenses
$898,552
Net increase / (decrease)
$3,185,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR/CONSULTANT$12,500$02023
Fidelity Investments InstitutionalRECORDKEEPER$8,354$02023

Related Form 5500 pages