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GLOBE LIFE INC. PENSION PLAN 401k Plan overview

Plan NameGLOBE LIFE INC. PENSION PLAN
Plan identification number 002

GLOBE LIFE INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GLOBE LIFE INC. has sponsored the creation of one or more 401k plans.

Company Name:GLOBE LIFE INC.
Employer identification number (EIN):630780404
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about GLOBE LIFE INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-02-27
Company Identification Number: 0800619305
Legal Registered Office Address: 3700 S STONEBRIDGE DR

MCKINNEY
United States of America (USA)
75070

More information about GLOBE LIFE INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBE LIFE INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHAWN JETT
0022016-01-01MICHELE C. CRAVEN CORY NEWMAN2017-10-13
0022015-01-01MICHELE C. CRAVEN CORY NEWMAN2016-10-13
0022014-01-01CHRISTOPHER G. GRAVES CORY NEWMAN2015-10-15
0022013-01-01JENNY BOWDEN CORY NEWMAN2014-10-15
0022012-01-01JENNY BOWDEN CORY NEWMAN2013-10-15
0022011-01-01DARYL MARTIN CORY NEWMAN2012-10-12
0022010-01-01DARYL MARTIN CORY NEWMAN2011-10-14
0022009-01-01DARYL MARTIN CORY NEWMAN2010-10-14

Plan Statistics for GLOBE LIFE INC. PENSION PLAN

401k plan membership statisitcs for GLOBE LIFE INC. PENSION PLAN

Measure Date Value
2022: GLOBE LIFE INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31579,169,868
Acturial value of plan assets2022-12-31537,243,336
Funding target for retired participants and beneficiaries receiving payment2022-12-31160,062,755
Number of terminated vested participants2022-12-311,549
Fundng target for terminated vested participants2022-12-3180,674,502
Active participant vested funding target2022-12-31157,725,484
Number of active participants2022-12-311,841
Total funding liabilities for active participants2022-12-31173,175,062
Total participant count2022-12-314,698
Total funding target for all participants2022-12-31413,912,319
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3158,507,293
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3158,507,293
Present value of excess contributions2022-12-3115,488,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3116,366,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,785,000
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3169,249,760
Total employer contributions2022-12-3120,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3118,429,087
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3120,158,533
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3118,429,087
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014,698
Total number of active participants reported on line 7a of the Form 55002022-01-011,841
Number of retired or separated participants receiving benefits2022-01-011,268
Number of other retired or separated participants entitled to future benefits2022-01-011,488
Total of all active and inactive participants2022-01-014,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0197
Total participants2022-01-014,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01117
2021: GLOBE LIFE INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31509,046,281
Acturial value of plan assets2021-12-31466,801,433
Funding target for retired participants and beneficiaries receiving payment2021-12-31140,324,116
Number of terminated vested participants2021-12-311,594
Fundng target for terminated vested participants2021-12-3184,937,759
Active participant vested funding target2021-12-31148,085,970
Number of active participants2021-12-311,881
Total funding liabilities for active participants2021-12-31161,163,512
Total participant count2021-12-314,738
Total funding target for all participants2021-12-31386,425,387
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3164,094,975
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3114,723,204
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3149,371,771
Present value of excess contributions2021-12-317,222,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-318,232,391
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-312,228,411
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3158,507,293
Total employer contributions2021-12-3117,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3115,488,065
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3118,547,773
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3115,488,065
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,738
Total number of active participants reported on line 7a of the Form 55002021-01-011,828
Number of retired or separated participants receiving benefits2021-01-011,212
Number of other retired or separated participants entitled to future benefits2021-01-011,548
Total of all active and inactive participants2021-01-014,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0197
Total participants2021-01-014,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01200
2020: GLOBE LIFE INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31457,078,960
Acturial value of plan assets2020-12-31432,215,660
Funding target for retired participants and beneficiaries receiving payment2020-12-31137,153,259
Number of terminated vested participants2020-12-311,634
Fundng target for terminated vested participants2020-12-3187,328,347
Active participant vested funding target2020-12-31139,974,861
Number of active participants2020-12-311,731
Total funding liabilities for active participants2020-12-31151,253,862
Total participant count2020-12-314,612
Total funding target for all participants2020-12-31375,735,468
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3151,947,114
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3151,947,114
Present value of excess contributions2020-12-31986,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,041,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,041,568
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3164,094,975
Total employer contributions2020-12-3110,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-319,132,944
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3115,400,750
Net shortfall amortization installment of oustanding balance2020-12-317,614,783
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3116,634,119
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3114,723,204
Additional cash requirement2020-12-311,910,915
Contributions allocatedtoward minimum required contributions for current year2020-12-319,132,944
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,612
Total number of active participants reported on line 7a of the Form 55002020-01-011,856
Number of retired or separated participants receiving benefits2020-01-011,174
Number of other retired or separated participants entitled to future benefits2020-01-011,594
Total of all active and inactive participants2020-01-014,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0189
Total participants2020-01-014,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01109
2019: GLOBE LIFE INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31382,788,634
Acturial value of plan assets2019-12-31398,649,657
Funding target for retired participants and beneficiaries receiving payment2019-12-31124,787,673
Number of terminated vested participants2019-12-311,699
Fundng target for terminated vested participants2019-12-3183,319,227
Active participant vested funding target2019-12-31131,764,460
Number of active participants2019-12-311,599
Total funding liabilities for active participants2019-12-31142,782,585
Total participant count2019-12-314,484
Total funding target for all participants2019-12-31350,889,485
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3157,908,954
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3157,908,954
Present value of excess contributions2019-12-314,192,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,434,964
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-313,825,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3151,947,114
Total employer contributions2019-12-3117,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3115,709,255
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3114,723,202
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3114,723,202
Additional cash requirement2019-12-3114,723,202
Contributions allocatedtoward minimum required contributions for current year2019-12-3115,709,255
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,484
Total number of active participants reported on line 7a of the Form 55002019-01-011,710
Number of retired or separated participants receiving benefits2019-01-011,159
Number of other retired or separated participants entitled to future benefits2019-01-011,634
Total of all active and inactive participants2019-01-014,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0188
Total participants2019-01-014,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01150
2018: GLOBE LIFE INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31400,400,301
Acturial value of plan assets2018-12-31380,353,290
Funding target for retired participants and beneficiaries receiving payment2018-12-31106,578,580
Number of terminated vested participants2018-12-311,735
Fundng target for terminated vested participants2018-12-3177,952,168
Active participant vested funding target2018-12-31126,679,041
Number of active participants2018-12-311,670
Total funding liabilities for active participants2018-12-31137,608,045
Total participant count2018-12-314,501
Total funding target for all participants2018-12-31322,138,793
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3128,931,024
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3128,931,024
Present value of excess contributions2018-12-3136,915,342
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3139,126,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3124,594,880
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3157,908,954
Total employer contributions2018-12-3116,980,188
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3115,711,480
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3111,824,789
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3111,519,246
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3111,519,246
Contributions allocatedtoward minimum required contributions for current year2018-12-3115,711,480
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,501
Total number of active participants reported on line 7a of the Form 55002018-01-011,581
Number of retired or separated participants receiving benefits2018-01-011,103
Number of other retired or separated participants entitled to future benefits2018-01-011,698
Total of all active and inactive participants2018-01-014,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0184
Total participants2018-01-014,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01178
2017: GLOBE LIFE INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31326,415,841
Acturial value of plan assets2017-12-31333,141,538
Funding target for retired participants and beneficiaries receiving payment2017-12-3197,775,527
Number of terminated vested participants2017-12-311,776
Fundng target for terminated vested participants2017-12-3175,682,832
Active participant vested funding target2017-12-31116,025,892
Number of active participants2017-12-311,640
Total funding liabilities for active participants2017-12-31125,267,597
Total participant count2017-12-314,462
Total funding target for all participants2017-12-31298,725,956
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3134,889,399
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3134,889,399
Present value of excess contributions2017-12-318,865,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,412,451
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-319,049,576
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3128,931,024
Total employer contributions2017-12-3145,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3141,493,484
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,062,700
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,578,142
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-314,578,142
Contributions allocatedtoward minimum required contributions for current year2017-12-3141,493,484
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,462
Total number of active participants reported on line 7a of the Form 55002017-01-011,658
Number of retired or separated participants receiving benefits2017-01-011,015
Number of other retired or separated participants entitled to future benefits2017-01-011,735
Total of all active and inactive participants2017-01-014,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0181
Total participants2017-01-014,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01134
2016: GLOBE LIFE INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31302,209,503
Acturial value of plan assets2016-12-31319,591,635
Funding target for retired participants and beneficiaries receiving payment2016-12-3188,962,481
Number of terminated vested participants2016-12-311,842
Fundng target for terminated vested participants2016-12-3173,926,893
Active participant vested funding target2016-12-31111,193,225
Number of active participants2016-12-311,505
Total funding liabilities for active participants2016-12-31119,166,212
Total participant count2016-12-314,323
Total funding target for all participants2016-12-31282,055,586
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3139,597,327
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3139,597,327
Present value of excess contributions2016-12-3110,068,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,708,990
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-313,151,753
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3134,889,399
Total employer contributions2016-12-3117,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3115,581,038
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-319,362,235
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-316,715,585
Additional cash requirement2016-12-316,715,585
Contributions allocatedtoward minimum required contributions for current year2016-12-3115,581,038
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,323
Total number of active participants reported on line 7a of the Form 55002016-01-011,640
Number of retired or separated participants receiving benefits2016-01-011,046
Number of other retired or separated participants entitled to future benefits2016-01-011,776
Total of all active and inactive participants2016-01-014,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0197
2015: GLOBE LIFE INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,241
Total number of active participants reported on line 7a of the Form 55002015-01-011,505
Number of retired or separated participants receiving benefits2015-01-01976
Number of other retired or separated participants entitled to future benefits2015-01-011,842
Total of all active and inactive participants2015-01-014,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01103
2014: GLOBE LIFE INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,191
Total number of active participants reported on line 7a of the Form 55002014-01-011,451
Number of retired or separated participants receiving benefits2014-01-01892
Number of other retired or separated participants entitled to future benefits2014-01-011,898
Total of all active and inactive participants2014-01-014,241
Total participants2014-01-014,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01258
2013: GLOBE LIFE INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,174
Total number of active participants reported on line 7a of the Form 55002013-01-011,398
Number of retired or separated participants receiving benefits2013-01-01831
Number of other retired or separated participants entitled to future benefits2013-01-011,962
Total of all active and inactive participants2013-01-014,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01123
2012: GLOBE LIFE INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,217
Total number of active participants reported on line 7a of the Form 55002012-01-011,384
Number of retired or separated participants receiving benefits2012-01-01782
Number of other retired or separated participants entitled to future benefits2012-01-012,008
Total of all active and inactive participants2012-01-014,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0185
2011: GLOBE LIFE INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,199
Total number of active participants reported on line 7a of the Form 55002011-01-011,455
Number of retired or separated participants receiving benefits2011-01-01712
Number of other retired or separated participants entitled to future benefits2011-01-012,050
Total of all active and inactive participants2011-01-014,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2010: GLOBE LIFE INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,268
Total number of active participants reported on line 7a of the Form 55002010-01-011,447
Number of retired or separated participants receiving benefits2010-01-01657
Number of other retired or separated participants entitled to future benefits2010-01-012,095
Total of all active and inactive participants2010-01-014,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0184
2009: GLOBE LIFE INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,202
Total number of active participants reported on line 7a of the Form 55002009-01-011,539
Number of retired or separated participants receiving benefits2009-01-01610
Number of other retired or separated participants entitled to future benefits2009-01-012,119
Total of all active and inactive participants2009-01-014,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0196

Financial Data on GLOBE LIFE INC. PENSION PLAN

Measure Date Value
2022 : GLOBE LIFE INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-107,171,012
Total unrealized appreciation/depreciation of assets2022-12-31$-107,171,012
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$0
Total income from all sources (including contributions)2022-12-31$-77,772,173
Total loss/gain on sale of assets2022-12-31$-929,795
Total of all expenses incurred2022-12-31$28,372,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,908,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,000,000
Value of total assets at end of year2022-12-31$456,658,956
Value of total assets at beginning of year2022-12-31$562,803,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$463,631
Total interest from all sources2022-12-31$9,002,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,326,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,326,137
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$193,895
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$230,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,784,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,253,648
Administrative expenses (other) incurred2022-12-31$412,788
Total non interest bearing cash at end of year2022-12-31$4,762,358
Total non interest bearing cash at beginning of year2022-12-31$8,134,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-106,144,674
Value of net assets at end of year (total assets less liabilities)2022-12-31$456,658,956
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$562,803,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$14,288,112
Assets. partnership/joint venture interests at beginning of year2022-12-31$15,149,011
Investment advisory and management fees2022-12-31$50,843
Interest earned on other investments2022-12-31$235,169
Income. Interest from US Government securities2022-12-31$266,104
Income. Interest from corporate debt instruments2022-12-31$8,242,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,467,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,731,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,731,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$258,387
Asset value of US Government securities at end of year2022-12-31$44,218,781
Asset value of US Government securities at beginning of year2022-12-31$8,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,908,870
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$128,646,885
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$207,576,305
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$258,296,677
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$315,720,426
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$40,222,268
Aggregate carrying amount (costs) on sale of assets2022-12-31$41,152,063
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2022-12-31751044330
2021 : GLOBE LIFE INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$61,161,281
Total unrealized appreciation/depreciation of assets2021-12-31$61,161,281
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$84,623,073
Total loss/gain on sale of assets2021-12-31$223,550
Total of all expenses incurred2021-12-31$21,861,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,399,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,000,000
Value of total assets at end of year2021-12-31$562,803,630
Value of total assets at beginning of year2021-12-31$500,041,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$461,584
Total interest from all sources2021-12-31$9,339,117
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,899,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,899,125
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$230,417
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$248,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,253,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,132,094
Administrative expenses (other) incurred2021-12-31$405,317
Total non interest bearing cash at end of year2021-12-31$8,134,646
Total non interest bearing cash at beginning of year2021-12-31$4,976,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$62,761,646
Value of net assets at end of year (total assets less liabilities)2021-12-31$562,803,630
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$500,041,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$15,149,011
Assets. partnership/joint venture interests at beginning of year2021-12-31$16,941,893
Investment advisory and management fees2021-12-31$56,267
Interest earned on other investments2021-12-31$495,604
Income. Interest from US Government securities2021-12-31$612
Income. Interest from corporate debt instruments2021-12-31$8,841,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,731,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$20,959,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$20,959,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,263
Asset value of US Government securities at end of year2021-12-31$8,106
Asset value of US Government securities at beginning of year2021-12-31$10,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,399,843
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$207,576,305
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$209,603,086
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$315,720,426
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$245,169,821
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$8,266,665
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,043,115
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2021-12-31751044330
2020 : GLOBE LIFE INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$48,821,979
Total unrealized appreciation/depreciation of assets2020-12-31$48,821,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$79,058,519
Total loss/gain on sale of assets2020-12-31$-14,852
Total of all expenses incurred2020-12-31$19,644,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,208,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,000,000
Value of total assets at end of year2020-12-31$500,041,984
Value of total assets at beginning of year2020-12-31$440,628,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$436,081
Total interest from all sources2020-12-31$9,509,221
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,742,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,742,171
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$248,108
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$237,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,132,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,196,353
Administrative expenses (other) incurred2020-12-31$381,053
Total non interest bearing cash at end of year2020-12-31$4,976,856
Total non interest bearing cash at beginning of year2020-12-31$4,680,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$59,413,610
Value of net assets at end of year (total assets less liabilities)2020-12-31$500,041,984
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$440,628,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$16,941,893
Assets. partnership/joint venture interests at beginning of year2020-12-31$12,409,795
Investment advisory and management fees2020-12-31$55,028
Income. Interest from US Government securities2020-12-31$727
Income. Interest from corporate debt instruments2020-12-31$9,477,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,959,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,414,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,414,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,889
Asset value of US Government securities at end of year2020-12-31$10,259
Asset value of US Government securities at beginning of year2020-12-31$13,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,208,828
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$209,603,086
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$205,501,024
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$245,169,821
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$207,175,560
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$37,397,795
Aggregate carrying amount (costs) on sale of assets2020-12-31$37,412,647
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2020-12-31751044330
2019 : GLOBE LIFE INC. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,615,979
Total unrealized appreciation/depreciation of assets2019-12-31$65,615,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,097
Total income from all sources (including contributions)2019-12-31$95,495,617
Total loss/gain on sale of assets2019-12-31$-173,376
Total of all expenses incurred2019-12-31$20,962,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,022,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,980,188
Value of total assets at end of year2019-12-31$440,628,374
Value of total assets at beginning of year2019-12-31$366,110,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,939,671
Total interest from all sources2019-12-31$9,219,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,853,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,853,650
Administrative expenses professional fees incurred2019-12-31$4,918
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$237,753
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$228,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,196,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,275,941
Administrative expenses (other) incurred2019-12-31$1,895,132
Total non interest bearing cash at end of year2019-12-31$4,680,313
Total non interest bearing cash at beginning of year2019-12-31$1,555,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$74,533,250
Value of net assets at end of year (total assets less liabilities)2019-12-31$440,628,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$366,095,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$12,409,795
Assets. partnership/joint venture interests at beginning of year2019-12-31$8,403,110
Investment advisory and management fees2019-12-31$39,621
Interest earned on other investments2019-12-31$21,782
Income. Interest from US Government securities2019-12-31$942
Income. Interest from corporate debt instruments2019-12-31$8,956,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,414,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,289,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,289,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$239,570
Asset value of US Government securities at end of year2019-12-31$13,438
Asset value of US Government securities at beginning of year2019-12-31$17,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$16,980,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,022,696
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$205,501,024
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$186,624,489
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$207,175,560
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$157,716,649
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$15,097
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$32,326,923
Aggregate carrying amount (costs) on sale of assets2019-12-31$32,500,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2019-12-31751044330
2018 : GLOBE LIFE INC. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-26,025,452
Total unrealized appreciation/depreciation of assets2018-12-31$-26,025,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$31,048,286
Total loss/gain on sale of assets2018-12-31$-195,774
Total of all expenses incurred2018-12-31$21,509,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,509,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$45,000,000
Value of total assets at end of year2018-12-31$366,110,221
Value of total assets at beginning of year2018-12-31$356,556,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$8,264,286
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,005,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$228,226
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$234,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,275,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,001,685
Total non interest bearing cash at end of year2018-12-31$1,555,744
Total non interest bearing cash at beginning of year2018-12-31$3,041,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$9,538,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$366,095,124
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$356,556,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$8,403,110
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,438,815
Income. Interest from US Government securities2018-12-31$1,104
Income. Interest from corporate debt instruments2018-12-31$8,098,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,289,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,961,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,961,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$164,770
Asset value of US Government securities at end of year2018-12-31$17,032
Asset value of US Government securities at beginning of year2018-12-31$21,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$3,287,541
Contributions received in cash from employer2018-12-31$45,000,000
Income. Dividends from common stock2018-12-31$4,005,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,509,406
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$186,624,489
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$177,218,565
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$157,716,649
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$164,350,631
Liabilities. Value of benefit claims payable at end of year2018-12-31$15,097
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,792,522
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,988,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2018-12-31751044330
2017 : GLOBE LIFE INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$34,162,466
Total unrealized appreciation/depreciation of assets2017-12-31$34,162,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$64,144,478
Total loss/gain on sale of assets2017-12-31$1,573,791
Total of all expenses incurred2017-12-31$17,461,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,461,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,000,000
Value of total assets at end of year2017-12-31$356,556,244
Value of total assets at beginning of year2017-12-31$309,873,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$8,444,154
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,964,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$234,205
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$230,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,001,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,914,852
Total non interest bearing cash at end of year2017-12-31$3,041,800
Total non interest bearing cash at beginning of year2017-12-31$4,503,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$46,682,791
Value of net assets at end of year (total assets less liabilities)2017-12-31$356,556,244
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$309,873,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$2,438,815
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$272,966
Income. Interest from US Government securities2017-12-31$1,378
Income. Interest from corporate debt instruments2017-12-31$8,092,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,961,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,391,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,391,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$76,991
Asset value of US Government securities at end of year2017-12-31$21,884
Asset value of US Government securities at beginning of year2017-12-31$27,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$3,287,541
Assets. Invements in employer securities at beginning of year2017-12-31$3,468,642
Contributions received in cash from employer2017-12-31$17,000,000
Income. Dividends from common stock2017-12-31$2,964,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,461,687
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$177,218,565
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$156,567,045
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$164,350,631
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$134,770,617
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12,369,278
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,795,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2017-12-31751044330
2016 : GLOBE LIFE INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-20,009,961
Total unrealized appreciation/depreciation of assets2016-12-31$-20,009,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$37,883,025
Total loss/gain on sale of assets2016-12-31$34,079,852
Total of all expenses incurred2016-12-31$18,206,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,206,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,000,000
Value of total assets at end of year2016-12-31$309,873,453
Value of total assets at beginning of year2016-12-31$290,196,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$9,110,162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,702,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,702,972
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$230,728
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$236,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,914,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,142,835
Total non interest bearing cash at end of year2016-12-31$4,503,172
Total non interest bearing cash at beginning of year2016-12-31$2,698,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,676,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$309,873,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$290,196,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$9,161
Income. Interest from US Government securities2016-12-31$1,961
Income. Interest from corporate debt instruments2016-12-31$9,088,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,391,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,592,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,592,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,642
Asset value of US Government securities at end of year2016-12-31$27,164
Asset value of US Government securities at beginning of year2016-12-31$33,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$3,468,642
Assets. Invements in employer securities at beginning of year2016-12-31$28,107,486
Contributions received in cash from employer2016-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,206,226
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$156,567,045
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$142,435,136
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$134,770,617
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$98,949,246
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$162,018,291
Aggregate carrying amount (costs) on sale of assets2016-12-31$127,938,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2016-12-31751044330
2015 : GLOBE LIFE INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-31,272,197
Total unrealized appreciation/depreciation of assets2015-12-31$-31,272,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-357,933
Total loss/gain on sale of assets2015-12-31$7,799,310
Total of all expenses incurred2015-12-31$17,316,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,316,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,000,000
Value of total assets at end of year2015-12-31$290,196,654
Value of total assets at beginning of year2015-12-31$307,870,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$8,574,948
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,540,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,540,006
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$236,927
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$242,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,142,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,245,963
Total non interest bearing cash at end of year2015-12-31$2,698,736
Total non interest bearing cash at beginning of year2015-12-31$1,909,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,674,303
Value of net assets at end of year (total assets less liabilities)2015-12-31$290,196,654
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$307,870,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$2,336
Income. Interest from US Government securities2015-12-31$288
Income. Interest from corporate debt instruments2015-12-31$8,571,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,592,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,038,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,038,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,274
Asset value of US Government securities at end of year2015-12-31$33,444
Asset value of US Government securities at beginning of year2015-12-31$41,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$28,107,486
Assets. Invements in employer securities at beginning of year2015-12-31$26,997,101
Contributions received in cash from employer2015-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,316,370
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$142,435,136
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$163,026,727
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$98,949,246
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$104,369,762
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$62,725,523
Aggregate carrying amount (costs) on sale of assets2015-12-31$54,926,213
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LANE GROMAN TRUBITT, LLC
Accountancy firm EIN2015-12-31751044330
2014 : GLOBE LIFE INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,294,310
Total unrealized appreciation/depreciation of assets2014-12-31$15,294,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$468,316
Total income from all sources (including contributions)2014-12-31$44,987,376
Total loss/gain on sale of assets2014-12-31$6,468,214
Total of all expenses incurred2014-12-31$15,099,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,099,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,000,000
Value of total assets at end of year2014-12-31$307,870,957
Value of total assets at beginning of year2014-12-31$278,451,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$8,824,210
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,400,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,400,642
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$242,414
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$217,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,245,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,034,687
Total non interest bearing cash at end of year2014-12-31$1,909,344
Total non interest bearing cash at beginning of year2014-12-31$100,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$29,887,850
Value of net assets at end of year (total assets less liabilities)2014-12-31$307,870,957
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$277,983,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$22,521
Income. Interest from US Government securities2014-12-31$2,471
Income. Interest from corporate debt instruments2014-12-31$8,798,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,038,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,317,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,317,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$668
Asset value of US Government securities at end of year2014-12-31$41,375
Asset value of US Government securities at beginning of year2014-12-31$49,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$26,997,101
Assets. Invements in employer securities at beginning of year2014-12-31$28,433,190
Contributions received in cash from employer2014-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,099,526
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$163,026,727
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$143,589,675
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$104,369,762
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$90,709,369
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$468,316
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$30,993,479
Aggregate carrying amount (costs) on sale of assets2014-12-31$24,525,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LANE GROMAN TRUBITT, PLLC
Accountancy firm EIN2014-12-31751044330
2013 : GLOBE LIFE INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,007,056
Total unrealized appreciation/depreciation of assets2013-12-31$4,007,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$468,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,795
Total income from all sources (including contributions)2013-12-31$32,958,320
Total loss/gain on sale of assets2013-12-31$5,785,077
Total of all expenses incurred2013-12-31$16,339,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,339,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,000,000
Value of total assets at end of year2013-12-31$290,451,423
Value of total assets at beginning of year2013-12-31$264,375,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$8,881,226
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,127,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,085,201
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$1,252,693
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$217,588
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$260,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,034,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,043,082
Other income not declared elsewhere2013-12-31$157,280
Total non interest bearing cash at end of year2013-12-31$100,273
Total non interest bearing cash at beginning of year2013-12-31$129,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,618,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$289,983,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$264,364,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$5,243
Income. Interest from US Government securities2013-12-31$2,874
Income. Interest from corporate debt instruments2013-12-31$8,870,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,317,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,217,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,217,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,317
Asset value of US Government securities at end of year2013-12-31$49,085
Asset value of US Government securities at beginning of year2013-12-31$73,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$28,433,190
Assets. Invements in employer securities at beginning of year2013-12-31$22,979,376
Contributions received in cash from employer2013-12-31$12,000,000
Employer contributions (assets) at end of year2013-12-31$12,000,000
Employer contributions (assets) at beginning of year2013-12-31$9,000,010
Income. Dividends from common stock2013-12-31$42,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,339,355
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$143,589,675
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$164,522,325
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$90,709,369
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$70,896,368
Liabilities. Value of benefit claims payable at end of year2013-12-31$468,316
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,795
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$39,188,792
Aggregate carrying amount (costs) on sale of assets2013-12-31$33,403,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2013-12-31751044330
2012 : GLOBE LIFE INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,399,760
Total unrealized appreciation/depreciation of assets2012-12-31$13,399,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,500
Total income from all sources (including contributions)2012-12-31$33,781,983
Total loss/gain on sale of assets2012-12-31$1,489,121
Total of all expenses incurred2012-12-31$14,739,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,739,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,999,999
Value of total assets at end of year2012-12-31$264,375,927
Value of total assets at beginning of year2012-12-31$245,413,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,659,380
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,093,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$1,252,693
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$1,390,945
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$260,632
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$246,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,043,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,976,218
Other income not declared elsewhere2012-12-31$140,094
Total non interest bearing cash at end of year2012-12-31$129,880
Total non interest bearing cash at beginning of year2012-12-31$104,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$19,042,201
Value of net assets at end of year (total assets less liabilities)2012-12-31$264,364,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$245,321,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$605,383
Income. Interest from US Government securities2012-12-31$4,725
Income. Interest from corporate debt instruments2012-12-31$9,043,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,217,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,767,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,767,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,505
Asset value of US Government securities at end of year2012-12-31$73,652
Asset value of US Government securities at beginning of year2012-12-31$100,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$22,979,376
Assets. Invements in employer securities at beginning of year2012-12-31$20,799,349
Contributions received in cash from employer2012-12-31$6,999,999
Income. Dividends from preferred stock2012-12-31$97,113
Income. Dividends from common stock2012-12-31$1,996,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,739,782
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$164,522,325
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$154,556,112
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$70,896,368
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$62,471,561
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,795
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$91,500
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$24,986,569
Aggregate carrying amount (costs) on sale of assets2012-12-31$23,497,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LANE GORMAN TRUBITT,PLLC
Accountancy firm EIN2012-12-31751044330
2011 : GLOBE LIFE INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,293,116
Total unrealized appreciation/depreciation of assets2011-12-31$12,293,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$91,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,381
Total income from all sources (including contributions)2011-12-31$32,208,088
Total loss/gain on sale of assets2011-12-31$2,708,520
Total of all expenses incurred2011-12-31$12,820,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,820,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,400,000
Value of total assets at end of year2011-12-31$245,413,431
Value of total assets at beginning of year2011-12-31$225,971,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,800,743
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,796,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$1,390,945
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$3,396,608
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$246,877
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$652,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,976,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,906,281
Other income not declared elsewhere2011-12-31$208,931
Total non interest bearing cash at end of year2011-12-31$104,560
Total non interest bearing cash at beginning of year2011-12-31$132,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$19,387,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$245,321,931
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$225,934,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$38,384
Income. Interest from US Government securities2011-12-31$6,445
Income. Interest from corporate debt instruments2011-12-31$8,748,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,767,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$19,484,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$19,484,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,730
Asset value of US Government securities at end of year2011-12-31$100,805
Asset value of US Government securities at beginning of year2011-12-31$120,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$20,799,349
Assets. Invements in employer securities at beginning of year2011-12-31$22,981,208
Contributions received in cash from employer2011-12-31$6,400,000
Income. Dividends from preferred stock2011-12-31$164,856
Income. Dividends from common stock2011-12-31$1,631,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,820,552
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$154,556,112
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$128,565,456
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$62,471,561
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$48,732,653
Liabilities. Value of benefit claims payable at end of year2011-12-31$91,500
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$37,381
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$34,855,987
Aggregate carrying amount (costs) on sale of assets2011-12-31$32,147,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2011-12-31751044330
2010 : GLOBE LIFE INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$15,268,819
Total unrealized appreciation/depreciation of assets2010-12-31$15,268,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$71,855
Total income from all sources (including contributions)2010-12-31$37,980,620
Total loss/gain on sale of assets2010-12-31$483,590
Total of all expenses incurred2010-12-31$13,431,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,431,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,000,001
Value of total assets at end of year2010-12-31$225,971,776
Value of total assets at beginning of year2010-12-31$201,456,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$8,691,738
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,528,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$3,396,608
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$2,800,003
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$652,280
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$664,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,906,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,991,590
Other income not declared elsewhere2010-12-31$8,233
Total non interest bearing cash at end of year2010-12-31$132,196
Total non interest bearing cash at beginning of year2010-12-31$291,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,549,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$225,934,395
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$201,385,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$48,523
Income. Interest from US Government securities2010-12-31$8,963
Income. Interest from corporate debt instruments2010-12-31$8,621,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$19,484,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,175,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,175,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,232
Asset value of US Government securities at end of year2010-12-31$120,999
Asset value of US Government securities at beginning of year2010-12-31$148,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$22,981,208
Assets. Invements in employer securities at beginning of year2010-12-31$17,597,137
Contributions received in cash from employer2010-12-31$12,000,001
Income. Dividends from preferred stock2010-12-31$415,350
Income. Dividends from common stock2010-12-31$1,112,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,431,297
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$128,565,456
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$125,748,463
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$48,732,653
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$44,039,613
Liabilities. Value of benefit claims payable at end of year2010-12-31$37,381
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$71,855
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$22,166,189
Aggregate carrying amount (costs) on sale of assets2010-12-31$21,682,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LANE GORMAN TRBITT, PLLC
Accountancy firm EIN2010-12-31751044330

Form 5500 Responses for GLOBE LIFE INC. PENSION PLAN

2022: GLOBE LIFE INC. PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GLOBE LIFE INC. PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GLOBE LIFE INC. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GLOBE LIFE INC. PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GLOBE LIFE INC. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GLOBE LIFE INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GLOBE LIFE INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GLOBE LIFE INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GLOBE LIFE INC. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GLOBE LIFE INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GLOBE LIFE INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GLOBE LIFE INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GLOBE LIFE INC. PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GLOBE LIFE INC. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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