Back to filter
Original filing (PDF)20251006085356NAL0001937075001
GLOBAL INDEMNITY GROUP, LLC
Form 5500
FILING_RECEIVED
GLOBAL INDEMNITY MEDICAL BENEFIT PLAN
Health & welfare plan
Signals · 2
~2251 bps in Sched C feesNo recordkeeper disclosed
Active participants
209
Accounts w/ balance
—
Plan assets (EOY)
$530K
Net assets (EOY)
$109K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2251 bps in Schedule C fees — 1325% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL INDEMNITY GROUP, LLC.
Plan sponsor
Name
GLOBAL INDEMNITY GROUP, LLC
EIN
20-0184863
Address
3 BALA PLAZA EAST, STE 300 · BALA CYNWYD, PA · 19004
Phone
(610) 538-2488
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
512
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
YOUNG OAKES BROWN & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $38K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $62K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $11K | — |
| AETNA HEALTH PLANS | 06-6033492 | — | ADMIN | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MERITAIN HEALTH, AN AETNA COMPANY
INDIAN CREEK FOUNDATION
INDIAN CREEK FOUNDATION HEALTH AND WELFARE BENEFIT PLAN
$1.8M · 141 participants
THE HEALTH FEDERATION OF PHILADELPHIA
HEALTH FEDERATION OF PHILADELPHIA BENEFIT PLAN
$1.7M · 299 participants
ROTTLER PEST CONTROL COMPANY
ROTTLER PEST CONTROL GROUP MEDICAL PLAN
$1.4M · 175 participants
PLATEAU SOFTWARE INC.
PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN
$1.3M · 151 participants
SHARED SUPPORT INC.
SHARED SUPPORT INC. EMPLOYEE HEALTH PLAN
$1.2M · 192 participants
F&S PRODUCE CO., INC.
F & S PRODUCE CO., INC. GROUP MEDICAL PLAN
$826K · 334 participants
Similar-size Finance & Insurance plans
NEVADA SENIOR ADVISORS
NEVADA SENIOR ADVISORS 401(K) PLAN
$523K · 5 participants
SHIPPERS INSURANCE PROGRAM AGE
SHIPPERS INSURANCE PROGRAM AGE 401(K) PROFIT SHARING PLAN & TRUST
$515K · 3 participants
AUTOCOMPLETE INC.
AUTOCOMPLETE 401(K) PLAN
$514K · 41 participants
TRANSIT FINANCIAL, LLC
TRANSIT FINANCIAL, LLC 401(K) PLAN
$512K · 19 participants
OAKWOOD MUTUAL INSURANCE COMPANY
OAKWOOD MUTUAL 401(K) PLAN
$548K · 9 participants
GULF ATLANTIC GROUP, INC.
GULF ATLANTIC GROUP, INC. 401(K) PROFIT SHARING PLAN
$552K · 3 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B