Original filing (PDF)20251015094153NAL0005838000001

GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY

Name: GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY — GPM HOME OFFICE EMPLOYEES RETIREMENT PLAN, Form 5500 (2024)
Creator: GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY

Form 5500

FILING_RECEIVED

GPM HOME OFFICE EMPLOYEES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

120

Accounts w/ balance

171

Plan assets (EOY)

$28.7M

Net assets (EOY)

$28.7M

How this plan invests

This plan

30 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Fixed Annuities 1MGDJF3 GENERAL ACCOUNT (GAC issued by MMLIC) 3% rate of interest" is 29% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY.

Plan sponsor

Name

GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY

EIN

74-0651020

Address

2211 NE LOOP 410 · SAN ANTONIO, TX · 782174630

Phone

(210) 357-2222

Industry

Finance & Insurancesee all

Plan administrator

Name

GPM THRIFT PLAN COMMITTEE

EIN

62-1661665

City

SAN ANTONIO, TX

Phone

(210) 357-2222

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	20-8764829	—	INVESTMENT ADVISOR	$54K	—

Investments

15 direct securities · 30 pooled funds· $27.2M(95% 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

$17.4M

14 holdings

Common Collective Trust

$8.3M

13 holdings

Mutual Funds

$1.5M

1 holding

Pooled Separate Account

17 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fixed Annuities 1MGDJF3 GENERAL ACCOUNT (GAC issued by MMLIC) 3% rate of interest	—	—	—	$7.9M	27.4%
ABS US LARGE CAP GROWTH W SERS CL M GREAT GRAY · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$2.1M	7.2%
1FXAIX FIDELITY 500 INDEX Mutual Funds	—	—	—	$2.0M	6.9%
NEUBERGER BERMAN CORE BOND(GG)TR FN GREAT GRAY · EIN 85-4339990 / PN 656	Common Collective Trust	—	—	$1.9M	6.6%
s 1RNPGX AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds	Mutual Funds	—	—	$1.5M	5.4%
1ICSFX INVESCO COMSTOCK R6 Mutual Funds	—	—	—	$1.3M	4.5%
1PWJQX PGIM INTERNATIONAL OPPS R6 Mutual Funds	—	—	—	$1.2M	4.3%
1JLGMX JPMORGAN LARGE CAP GROWTH R6 Mutual Funds	—	—	—	$1.2M	4.1%
JANUS HENDERSON ENTERPRISE CF CL MS GREAT GRAY · EIN 38-7289853 / PN 001	Common Collective Trust	—	—	$996K	3.5%
AMERICAN CENTURY RD HYBRID 2030 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082	Common Collective Trust	—	—	$834K	2.9%
1UBVFX UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual Funds	—	—	—	$719K	2.5%
1VADDX INVESCO EQUALLY-WTD S&P 500 Y Mutual Funds	—	—	—	$671K	2.3%
1PTRQX PGIM TOTAL RETURN BOND R6 Mutual Funds	—	—	—	$658K	2.3%
1BGRUX BARON GROWTH R6 Mutual Funds	—	—	—	$610K	2.1%
AMERICAN CENTURY RD HYBRID 2040 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084	Common Collective Trust	—	—	$580K	2.0%
AMERICAN CENTURY RD HYBRID 2045 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085	Common Collective Trust	—	—	$510K	1.8%
Participant Loans * Interest rates ranging from 5.25% to 10.50%	—	—	—	$460K	1.6%
AMERICAN CENTURY RD HYBRID 2025 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081	Common Collective Trust	—	—	$459K	1.6%
1JVMRX JHANCOCK DISCIPLINED VALUE MID CAP R6 Mutual Funds	—	—	—	$389K	1.4%
AMERICAN CENTURY RD HYBRID IN RET BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079	Common Collective Trust	—	—	$315K	1.1%
1MEIKX MFS VALUE R6 Mutual Funds	—	—	—	$295K	1.0%
AMERICAN CENTURY RD HYBRID 2055 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087	Common Collective Trust	—	—	$246K	0.9%
AMERICAN CENTURY RD HYBRID 2050 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086	Common Collective Trust	—	—	$210K	0.7%
AMERICAN CENTURY RD HYBRID 2035 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083	Common Collective Trust	—	—	$129K	0.4%
1GQGRX GQG PARTNERS EMERGING MKTS EQUITY R6 Mutual Funds	—	—	—	$59K	0.2%
AMERICAN CENTURY RD HYBRID 2060 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088	Common Collective Trust	—	—	$39K	0.1%
1GWAQ10 E I FIXED ACCOUNT-SERIES CLASS VI 2.7% rate of interest	—	—	—	$29K	0.1%
AMERICAN CENTURY RD HYBRID 2065 CLI BENEFIT PLANS ADMIN SVCS COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089	Common Collective Trust	—	—	$1K	<0.1%
AMERICAN CENTURY ONE CHOICE 2040 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2050 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MM S&P 500(R) INDEX SVC MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
CRM MID CAP VALUE INV CRM · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2030 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2045 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VIRTUS CEREDEX MID-CAP VALUE EQ I VIRTUS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE INRET A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MFS VALUE R3 MFS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2035 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASS MUTUAL STRATEGIC BOND R5 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASS MUTUAL MID CAP GROWTH ADM MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2055 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
INVESCO DEVELOPING MARKETS A INVESCO · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
INVESCO COMSTOCK A INVESCO · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY ONE CHOICE 2025 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%