# Global Indemnity Group, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/global-indemnity-group-llc-200184863-512

> Global Indemnity Group, LLC's Health & Welfare plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Global Indemnity Group, LLC

- **Sponsor EIN:** 200184863

- **Sponsor Address:** 3 BALA PLAZA EAST, STE 300, BALA CYNWYD, PA, 19004

- **Plan Type:** Health & Welfare

- **Plan Number:** 512

- **Total Participants:** 209

- **Total Assets:** $529,601

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|209|$529,601|$3.4M|$721,075|

| 2023|207|$346,277|$2.7M|$708,621|

| 2022|306|$1.1M|$4.5M|$833,178|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$62,295|—|$62,295|

| THE BENECON GROUP, LLC|Investment Advisor|$38,302|—|$38,302|

| CONNECTCARE 3|Other Service Provider|$11,391|—|$11,391|

| AETNA HEALTH PLANS|Other Service Provider|$7,237|—|$7,237|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,225

- **Estimated Expense Ratio:** 22.512% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,152,703|$49,693|$75,270|—|—|

| 2023|$1,051,912|$48,387|$53,947|—|—|

| 2022|$1,182,402|$65,841|$116,885|—|—|

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