Plan Ledger DOL Form 5500 · updated monthly

Gbli Holdings, LLC401(k)

GLOBAL INDEMNITY 401(K) PLAN · BALA CYNWYD, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Gbli Holdings, LLC reported $165,639 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $6,241 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 581st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,212th of 4,798 in finance & insurance. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has shrunk from 337 to 253 since 2022.

Plan summary
Net assets, end of year$77,259,544
Participants with balances401
Active participants253
Employer contributions$1,579,093
Employee contributions$2,601,720
Employer contribution per active participant$6,241
Average account balance$192,667
Benefits paid to participants$10,750,464
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$77.3M · 401 accts · $1.6M emplr
2023$72.8M · 417 accts · $1.6M emplr
2022$68.4M · 487 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,763
Investment management$74,876
Total administrative$165,639
The Gbli Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$6,241
Median for plans this size$3,635
2024$6,241 per active participant
2023$6,288 per active participant
2022$5,981 per active participant

Gbli Holdings, LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$90,763
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$74,876

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$165,639 · 0.22%
2023$158,199 · 0.22%
2022$159,011 · 0.21%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Firstrust Savings Bank PA$83.5M · 0.19%
The Haverford Trust Company PA$73.2M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200184863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.