Original filing (PDF)20250417090136NAL0000829777001

GBU FINANCIAL LIFE

Name: GBU FINANCIAL LIFE — GBU FINANCIAL LIFE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GBU FINANCIAL LIFE

Form 5500-SF

FILING_RECEIVED

GBU FINANCIAL LIFE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

101

Accounts w/ balance

107

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GBU FINANCIAL LIFE.

Plan sponsor

Name

GBU FINANCIAL LIFE

EIN

25-0502660

Address

4254 SAW MILL RUN BLVD · PITTSBURGH, PA · 152273300

Phone

(412) 884-9847

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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