Plan5500

Pacific Guardian Life Insurance Company, Ltd. Retirement Plan — Form 5500 plan (Pacific Guardian Life Insurance Company, Ltd.)

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, Pacific Guardian Life Insurance Company, Ltd. Retirement Plan is a benefit plan reported by Pacific Guardian Life Insurance Company, Ltd. under EIN 99-0108050 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $21,986,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Guardian Life Insurance Company, Ltd.
EIN
99-0108050
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
205
End-of-year plan assets
$21,986,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241015140456NAL0029906913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,986,369
Total liabilities (EOY)
$0
Net assets (EOY)
$21,986,369
Net assets (BOY)
$21,094,626

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$2,162,803

Expenses & distributions

Benefits paid
$1,167,703
Administrative expenses
$103,357
Total expenses
$1,271,060
Net increase / (decrease)
$891,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Hawaiian BankNONE$103,357not reported in the loaded dataset2023

Related Form 5500 pages