Pacific Guardian Life Insurance Co., Ltd. 401(K) 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 Co., Ltd. 401(K) Plan is a benefit plan reported by Pacific Guardian Life Insurance Company Ltd. under EIN 99-0108050 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $23,050,320 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
002
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
212
End-of-year plan assets
$23,050,320

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241015155241NAL0016802579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,050,320
Total liabilities (EOY)
$0
Net assets (EOY)
$23,050,320
Net assets (BOY)
$20,703,117

Income & contributions

Employer contributions
$393,322
Participant contributions
$838,935
Total contributions
$1,232,257
Total income / additions
$3,912,595

Expenses & distributions

Benefits paid
$1,465,510
Administrative expenses
$91,695
Total expenses
$1,565,392
Net increase / (decrease)
$2,347,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT MGMT$48,831not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$27,024not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$15,840$02023

Related Form 5500 pages