| Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF GBU FINANCIAL LIFE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | GBU FINANCIAL LIFE |
| Employer identification number (EIN): | 250502660 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | ||||
| 001 | 2022-01-01 | KRISTEN ABELS | 2023-07-13 | ||
| 001 | 2021-07-01 | ||||
| 001 | 2021-01-01 | MICHAEL TIBOLET | 2022-06-28 | ||
| 001 | 2020-07-01 | ||||
| 001 | 2020-01-01 | MICHAEL TIBOLET | 2021-10-08 | ||
| 001 | 2019-07-01 | ||||
| 001 | 2019-01-01 | MICHAEL TIBOLET | 2020-10-12 | ||
| 001 | 2018-07-01 | ||||
| 001 | 2018-01-01 | MICHAEL TIBOLET | 2019-08-20 | ||
| 001 | 2017-07-01 | ||||
| 001 | 2017-01-01 | MICHAEL TIBOLET | 2018-07-26 | ||
| 001 | 2016-07-01 | ||||
| 001 | 2015-07-01 | ||||
| 001 | 2014-07-01 | ||||
| 001 | 2013-07-01 | ||||
| 001 | 2012-07-01 | JAMES STOKER | 2015-03-27 | JAMES STOKER | 2015-03-27 |
| 001 | 2011-07-01 | JAMES STOKER | 2013-04-11 | JAMES STOKER | 2013-04-11 |
| 001 | 2010-07-01 | JAMES STOKER | 2012-03-21 | JAMES STOKER | 2012-03-21 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RETIREMENT PLAN FOR EMPLOYEES OF GBU FINANCIAL LIFE 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-08 | 846852 |
| Net assets as of the end of the plan year | 2025-04-08 | 9102320 |
| Total assets as of the beginning of the plan year | 2025-04-08 | 9601239 |
| Value of plan covered by a fidelity bond | 2025-04-08 | 3000000 |
| Other income to plan in this plan year | 2025-04-08 | 347933 |
| Plan net income in this plan year | 2025-04-08 | -498919 |
| Net assets as of the end of the plan year | 2025-04-08 | 9102320 |
| Net assets as of the beginning of the plan year | 2025-04-08 | 9601239 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-08 | 35110 |