Plan5500

Guideone Insurance Company Pension Plan — Form 5500 plan (Guideone 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, Guideone Insurance Company Pension Plan is a benefit plan reported by Guideone Insurance Company under EIN 42-0645088 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,100 participants and $95,533,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guideone Insurance Company
EIN
42-0645088
Plan number
001
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
Participants
1,100
End-of-year plan assets
$95,533,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,100H, C20241011141333NAL0011007059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,533,673
Total liabilities (EOY)
$5,197,129
Net assets (EOY)
$90,336,544
Net assets (BOY)
$92,685,371

Income & contributions

Employer contributions
$2,160,019
Total contributions
$2,160,019
Total income / additions
$10,824,505

Expenses & distributions

Benefits paid
$11,977,537
Administrative expenses
$1,195,795
Total expenses
$13,173,332
Net increase / (decrease)
-$2,348,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$239,014$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$92,083not reported in the loaded dataset2023
PimcoINVESTMENT ADVISORY$65,456not reported in the loaded dataset2023
Principal Costodial SolutionsCONTRACT ADMINSTRATOR$26,224not reported in the loaded dataset2023
UhyllpACCOUNTANT$13,300not reported in the loaded dataset2023

Related Form 5500 pages