401k Plan data: GBG, INC. 401K PLAN plan

GBG, INC. 401K PLAN 401k Plan overview

Plan Name	GBG, INC. 401K PLAN
Plan identification number	001

GBG, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GLOBAL BENEFITS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: GLOBAL BENEFITS GROUP, INC.

Employer identification number (EIN): 203842750

NAIC Classification: 524290

Additional information about GLOBAL BENEFITS GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-01-29

Company Identification Number: 0802923853

Legal Registered Office Address: 26741 PORTOLA PKWY STE 1E

FOOTHILL RNCH
United States of America (USA)
92610

More information about GLOBAL BENEFITS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GBG, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERI FRANK 2023-10-09
001 2021-01-01 TERI FRANK 2022-11-08
001 2021-01-01 TERI FRANK 2023-09-24
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERI FRANK
001 2016-01-01 ANNE DAVIS
001 2015-01-01 ANNE DAVIS 2016-10-11
001 2014-01-01 ANNE DAVIS 2015-09-22
001 2013-01-01 ANNE DAVIS 2014-07-09
001 2012-01-01 ANNE DAVIS 2013-07-03 ANNE DAVIS 2013-07-03
001 2011-01-01 ANNE DAVIS 2012-05-23
001 2010-01-01 ANNE DAVIS 2011-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERI FRANK	2023-10-09
001	2021-01-01	TERI FRANK	2022-11-08
001	2021-01-01	TERI FRANK	2023-09-24
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TERI FRANK
001	2016-01-01	ANNE DAVIS
001	2015-01-01	ANNE DAVIS	2016-10-11
001	2014-01-01	ANNE DAVIS	2015-09-22
001	2013-01-01	ANNE DAVIS	2014-07-09
001	2012-01-01	ANNE DAVIS	2013-07-03	ANNE DAVIS	2013-07-03
001	2011-01-01	ANNE DAVIS	2012-05-23
001	2010-01-01	ANNE DAVIS	2011-05-24

Plan Statistics for GBG, INC. 401K PLAN

401k plan membership statisitcs for GBG, INC. 401K PLAN

Measure Date Value
2022: GBG, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 209
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 78
Total of all active and inactive participants 2022-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 287
Number of participants with account balances 2022-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: GBG, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 207
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 72
Total of all active and inactive participants 2021-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 279
Number of participants with account balances 2021-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: GBG, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 230
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 301
Number of participants with account balances 2020-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: GBG, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 202
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 66
Total of all active and inactive participants 2019-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 269
Number of participants with account balances 2019-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: GBG, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 158
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 41
Total of all active and inactive participants 2018-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 200
Number of participants with account balances 2018-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: GBG, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 160
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: GBG, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 150
Number of participants with account balances 2016-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2022: GBG, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	209
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	78
Total of all active and inactive participants	2022-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	287
Number of participants with account balances	2022-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: GBG, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	207
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	72
Total of all active and inactive participants	2021-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	279
Number of participants with account balances	2021-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: GBG, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	230
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	301
Number of participants with account balances	2020-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: GBG, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	202
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	66
Total of all active and inactive participants	2019-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	269
Number of participants with account balances	2019-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: GBG, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	158
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	41
Total of all active and inactive participants	2018-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	200
Number of participants with account balances	2018-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: GBG, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	160
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: GBG, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	150
Number of participants with account balances	2016-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on GBG, INC. 401K PLAN

Measure	Date	Value
2022 : GBG, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$75,178
Total income from all sources (including contributions)	2022-12-31	$165,191
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,491,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,424,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,179,697
Value of total assets at end of year	2022-12-31	$10,920,977
Value of total assets at beginning of year	2022-12-31	$12,322,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,223
Total interest from all sources	2022-12-31	$10,715
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,059,915
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$139,493
Assets. Loans (other than to participants) at end of year	2022-12-31	$179,914
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$145,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$75,178
Total non interest bearing cash at end of year	2022-12-31	$4
Total non interest bearing cash at beginning of year	2022-12-31	$11,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,326,542
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,920,977
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,247,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,336,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,913,968
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$5,532
Interest earned on other investments	2022-12-31	$5,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$404,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$251,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,025,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$980,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,424,510
Contract administrator fees	2022-12-31	$67,223
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : GBG, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,033,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,995,357
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,968,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,919,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,597,044
Value of total assets at end of year	2021-12-31	$12,320,728
Value of total assets at beginning of year	2021-12-31	$9,261,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,481
Total interest from all sources	2021-12-31	$8,205
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$550,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,055,552
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$641,083
Assets. Loans (other than to participants) at end of year	2021-12-31	$145,361
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$28,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$75,178
Total non interest bearing cash at end of year	2021-12-31	$10,980
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,026,537
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,320,728
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,261,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,912,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,479,332
Interest on participant loans	2021-12-31	$4,198
Interest earned on other investments	2021-12-31	$4,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$251,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,753,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,278,115
Net investment gain or loss from common/collective trusts	2021-12-31	$111,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$900,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,919,339
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$140
Contract administrator fees	2021-12-31	$49,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : GBG, INC. 401K PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$342,567
Total income from all sources (including contributions)	2020-12-31	$2,731,559
Total of all expenses incurred	2020-12-31	$756,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$708,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,761,683
Value of total assets at end of year	2020-12-31	$9,261,022
Value of total assets at beginning of year	2020-12-31	$6,943,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,859
Total interest from all sources	2020-12-31	$25,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$950,513
Participant contributions at end of year	2020-12-31	$28,244
Participant contributions at beginning of year	2020-12-31	$9,067
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$47,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,975,204
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,261,022
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,943,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,479,332
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,719,458
Interest on participant loans	2020-12-31	$1,713
Interest earned on other investments	2020-12-31	$24,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,753,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,213,675
Net investment gain/loss from pooled separate accounts	2020-12-31	$944,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$811,170
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$708,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : GBG, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,541,850
Total income from all sources (including contributions)	2019-12-31	$2,541,850
Total of all expenses incurred	2019-12-31	$716,443
Total of all expenses incurred	2019-12-31	$716,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$672,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$672,757
Value of total corrective distributions	2019-12-31	$7,836
Value of total corrective distributions	2019-12-31	$7,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,577,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,577,295
Value of total assets at end of year	2019-12-31	$6,943,251
Value of total assets at end of year	2019-12-31	$6,943,251
Value of total assets at beginning of year	2019-12-31	$5,117,844
Value of total assets at beginning of year	2019-12-31	$5,117,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,850
Total interest from all sources	2019-12-31	$19,314
Total interest from all sources	2019-12-31	$19,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$883,311
Contributions received from participants	2019-12-31	$883,311
Participant contributions at end of year	2019-12-31	$9,067
Participant contributions at end of year	2019-12-31	$9,067
Participant contributions at beginning of year	2019-12-31	$6,246
Participant contributions at beginning of year	2019-12-31	$6,246
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$153,967
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$153,967
Administrative expenses (other) incurred	2019-12-31	$35,850
Administrative expenses (other) incurred	2019-12-31	$35,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,825,407
Value of net income/loss	2019-12-31	$1,825,407
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,943,251
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,943,251
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,117,844
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,117,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,719,458
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,719,458
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,109,252
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,109,252
Interest on participant loans	2019-12-31	$457
Interest on participant loans	2019-12-31	$457
Interest earned on other investments	2019-12-31	$18,857
Interest earned on other investments	2019-12-31	$18,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,213,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,213,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,002,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,002,346
Net investment gain/loss from pooled separate accounts	2019-12-31	$945,241
Net investment gain/loss from pooled separate accounts	2019-12-31	$945,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$540,017
Contributions received in cash from employer	2019-12-31	$540,017
Employer contributions (assets) at end of year	2019-12-31	$1,051
Employer contributions (assets) at end of year	2019-12-31	$1,051
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$672,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$672,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
Accountancy firm EIN	2019-12-31	300840934
2018 : GBG, INC. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$873,773
Total of all expenses incurred	2018-12-31	$80,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$50,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,130,351
Value of total assets at end of year	2018-12-31	$5,117,844
Value of total assets at beginning of year	2018-12-31	$4,324,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,018
Total interest from all sources	2018-12-31	$12,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$623,833
Participant contributions at end of year	2018-12-31	$6,246
Participant contributions at beginning of year	2018-12-31	$16,735
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$59,806
Administrative expenses (other) incurred	2018-12-31	$30,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$793,189
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,117,844
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,324,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,109,252
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,562,947
Interest on participant loans	2018-12-31	$620
Interest earned on other investments	2018-12-31	$11,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,002,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$744,973
Net investment gain/loss from pooled separate accounts	2018-12-31	$-268,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$446,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$50,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : GBG, INC. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,445,599
Total of all expenses incurred	2017-12-31	$336,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$311,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$957,927
Value of total assets at end of year	2017-12-31	$4,324,655
Value of total assets at beginning of year	2017-12-31	$3,215,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,535
Total interest from all sources	2017-12-31	$8,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$532,969
Participant contributions at end of year	2017-12-31	$16,735
Participant contributions at beginning of year	2017-12-31	$28,087
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,408
Administrative expenses (other) incurred	2017-12-31	$25,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,108,914
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,324,655
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,215,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,562,947
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,668,074
Interest on participant loans	2017-12-31	$1,007
Interest earned on other investments	2017-12-31	$7,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$744,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$519,580
Net investment gain/loss from pooled separate accounts	2017-12-31	$479,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$403,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$311,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : GBG, INC. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,021,929
Total of all expenses incurred	2016-12-31	$329,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$308,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$836,026
Value of total assets at end of year	2016-12-31	$3,215,741
Value of total assets at beginning of year	2016-12-31	$2,523,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,695
Total interest from all sources	2016-12-31	$1,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$446,096
Participant contributions at end of year	2016-12-31	$28,087
Participant contributions at beginning of year	2016-12-31	$44,961
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,317
Other income not declared elsewhere	2016-12-31	$3,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$692,490
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,215,741
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,523,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,668,074
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,246,070
Interest on participant loans	2016-12-31	$1,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$519,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$232,220
Net investment gain/loss from pooled separate accounts	2016-12-31	$180,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$379,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$308,744
Contract administrator fees	2016-12-31	$20,695
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934

Form 5500 Responses for GBG, INC. 401K PLAN

2022: GBG, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GBG, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GBG, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GBG, INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GBG, INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GBG, INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GBG, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814498

Policy instance

Insurance contract or identification number	814498
Number of Individuals Covered	287
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814498

Policy instance

Insurance contract or identification number	814498
Number of Individuals Covered	279
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998523

Policy instance

Insurance contract or identification number	998523
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998523

Policy instance

Insurance contract or identification number	998523
Number of Individuals Covered	284
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $39,745
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,745
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998523

Policy instance

Insurance contract or identification number	998523
Number of Individuals Covered	228
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $31,349
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,349
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998523

Policy instance

Insurance contract or identification number	998523
Number of Individuals Covered	178
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $23,272
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,272
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998523

Policy instance

Insurance contract or identification number	998523
Number of Individuals Covered	147
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,923
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,517
Insurance broker organization code?	3
Insurance broker name	INDEPENDENT FINANCIAL GROUP INC

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Company Name:	GLOBAL BENEFITS GROUP, INC.
Employer identification number (EIN):	203842750
NAIC Classification:	524290

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-01-29
Company Identification Number:	0802923853
Legal Registered Office Address:	26741 PORTOLA PKWY STE 1E FOOTHILL RNCH United States of America (USA) 92610