Guideone Insurance Company 401(K) Plan — Form 5500 plan (Tmg Insurance Services, 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, Guideone Insurance Company 401(K) Plan is a benefit plan reported by Tmg Insurance Services, LLC under EIN 42-0645088 and plan number 002. The latest loaded filing year is 2023. The filing reports 855 participants and $173,507,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tmg Insurance Services, LLC
EIN
42-0645088
Plan number
002
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
Participants
855
End-of-year plan assets
$173,507,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023855H, C20241009113505NAL0010568051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,507,326
Total liabilities (EOY)
$0
Net assets (EOY)
$173,507,326
Net assets (BOY)
$151,351,802

Income & contributions

Employer contributions
$2,886,477
Participant contributions
$5,716,004
Total contributions
$10,730,342
Total income / additions
$35,375,476

Expenses & distributions

Benefits paid
$13,069,816
Administrative expenses
$211,327
Total expenses
$13,251,301
Net increase / (decrease)
$22,124,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$134,022$02023
Morgan Stanley Global BaINVESTMENT ADVISORY$64,005$782023
Uhy LlpACCOUNTANT$13,300not reported in the loaded dataset2023

Related Form 5500 pages