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Original filing (PDF)20251010115039NAL0008095105001
GUIDEONE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
GUIDEONE INSURANCE COMPANY PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
0
Plan assets (EOY)
$92.6M
Net assets (EOY)
$92.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 261% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEONE INSURANCE COMPANY.
Plan sponsor
Name
GUIDEONE INSURANCE COMPANY
EIN
42-0645088
Address
1111 ASHWORTH RD · WEST DES MOINES, IA · 502653544
Phone
(515) 267-2255
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT ADVISORY | $154K | — |
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $80K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $266K | — |
| PRINCIPAL COSTODIAL SOLUTIONS | 51-0099493 | — | CONTRACT ADMINSTRATOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $9K | — |
Investments
29 direct securities · 4 pooled funds· $23.1M(25% of reported assets)
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.
Uncategorized
$17.0M
29 holdings
Pooled Separate Account
$6.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Custody Solutions U.S. Treasury Notes 4.000% | — | — | $4.0M | $3.9M | 4.2% | |
| Principal Custody Solutions U.S. Treasury Notes 3.500% | — | — | $3.2M | $3.2M | 3.4% | |
| U.S. government securities * Principal Custody Solutions U.S. Treasury Bond 3.875% | — | — | $3.0M | $2.6M | 2.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.5M | 2.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.6M | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| Principal Custody Solutions U.S. Treasury Bond 4.750% | — | — | $1.1M | $1.1M | 1.2% | |
| Principal Custody Solutions U.S. Treasury Bond 4.500% | — | — | $896K | $859K | 0.9% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $822K | 0.9% | |
| Principal Custody Solutions U.S. Treasury Notes 4.625% | — | — | $715K | $679K | 0.7% | |
| Principal Custody Solutions U.S. Treasury Notes 3.000% | — | — | $615K | $584K | 0.6% | |
| Principal Custody Solutions FNMA 30 Year | — | — | $582K | $579K | 0.6% | |
| Principal Custody Solutions U.S. Treasury Notes 4.125% | — | — | $592K | $543K | 0.6% | |
| Principal Custody Solutions FNMA 30 Year | — | — | $469K | $470K | 0.5% | |
| Principal Custody Solutions U.S. Treasury Notes 4.250% | — | — | $417K | $365K | 0.4% | |
| Principal Custody Solutions U.S. Treasury Bond 3.875% | — | — | $364K | $352K | 0.4% | |
| Interest-bearing cash Wells Fargo Allspring Money Market | — | — | $244K | $244K | 0.3% | |
| Principal Custody Solutions Bank of America Corporation variable coupon rate | — | — | $201K | $198K | 0.2% | |
| Corporate debt instruments * Principal Custody Solutions Ally Financial Inc. variable coupon rate | — | — | $206K | $198K | 0.2% | |
| Principal Custody Solutions CitiGroup Inc variable coupon rate | — | — | $200K | $194K | 0.2% | |
| Principal Custody Solutions U.S. Treasury Notes treasury inflation index rate | — | — | $198K | $170K | 0.2% | |
| Principal Custody Solutions U.S. Treasury Bond 4.375% | — | — | $128K | $122K | 0.1% | |
| Principal Custody Solutions Boing Company 6.86% | — | — | $100K | $106K | 0.1% | |
| Principal Custody Solutions CitiGroup Inc variable coupon rate | — | — | $100K | $102K | 0.1% | |
| Principal Custody Solutions Citizens Financial variable coupon rate | — | — | $100K | $100K | 0.1% | |
| Principal Custody Solutions Avolon Holdings Funding Ltd. 4.95% | — | — | $100K | $99K | 0.1% | |
| Principal Custody Solutions Boing Company 5.90% | — | — | $93K | $93K | <0.1% | |
| Principal Custody Solutions Centene Corporation 2.50% | — | — | $83K | $83K | <0.1% | |
| Principal Custody Solutions Avolon Holdings Funding Ltd. 6.375% | — | — | $25K | $26K | <0.1% | |
| Noninterest-bearing cash * Principal Custody Solutions Canadian Dollar 471 * Principal Custody Solutions EMU Euro | — | — | $15K | $15K | <0.1% | |
| Principal Custody Solutions Mexican Peso 113 * Principal Custody Solutions United States Dollar | — | — | $6K | $6K | <0.1% | |
| Principal Custody Solutions Great British Pound | — | — | $2K | $2K | <0.1% | |
| Principal Custody Solutions Currency Contract - USD | — | — | $2K | $2K | <0.1% |