Original filing (PDF)20251006144017NAL0002151827001

GUY Carpenter & Company, LLC

Name: GUY Carpenter & Company, LLC — Balis & Co., Inc., Form 5500 (2024)
Creator: GUY Carpenter & Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Balis & Co., Inc. Pension Plan

Defined-contribution retirement plan · GUY Carpenter & Company, LLC's Balis & Co., Inc. Pension Plan filed a Form 5500 for plan year 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan identifiers

GUY Carpenter & Company, LLC's EIN is 13-4985720.

EIN 13-4985720

Plan number 002

Plan year 2024

ACK ID 20251006144017NAL0002151827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GUY Carpenter & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUY CARPENTER & COMPANY, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GUY CARPENTER & COMPANY, LLC

EIN

all filings

Address

ONE MADISON AVENUE · NEW YORK, NY · 10010

Phone

(917) 937-3000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2N · Code section 408 accounts and annuities

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $10.8M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.