Civic Intelligence

Gwl&A Financial Inc.

Plan context: Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.

EIN 84-1474245 • 12 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

226

2023 Assets

$405,979,348

2023 Contributions

$5,014,382

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$493,408,826$246,704,413$0201220182023YearValue
$405,979,348Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6463230201220182023YearValue
226Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20231226$405,979,348$5,014,382$22,188iApproximate average salary by contribution assumption: employee only about $554,688 at 4% or $369,792 at 6%; with 50% employer match about $369,792 at 4% or $246,528 at 6%; with 100% employer match about $277,344 at 4% or $184,896 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-226$405,979,348$5,014,382$22,188iApproximate average salary by contribution assumption: employee only about $554,688 at 4% or $369,792 at 6%; with 50% employer match about $369,792 at 4% or $246,528 at 6%; with 100% employer match about $277,344 at 4% or $184,896 at 6%.
20221241$394,204,020$0-
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-241$394,204,020--
20211265$493,408,826$5,700,000$21,509iApproximate average salary by contribution assumption: employee only about $537,736 at 4% or $358,491 at 6%; with 50% employer match about $358,491 at 4% or $238,994 at 6%; with 100% employer match about $268,868 at 4% or $179,245 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-265$493,408,826$5,700,000$21,509iApproximate average salary by contribution assumption: employee only about $537,736 at 4% or $358,491 at 6%; with 50% employer match about $358,491 at 4% or $238,994 at 6%; with 100% employer match about $268,868 at 4% or $179,245 at 6%.
20201293$474,376,454$11,430,533$39,012iApproximate average salary by contribution assumption: employee only about $975,301 at 4% or $650,201 at 6%; with 50% employer match about $650,201 at 4% or $433,467 at 6%; with 100% employer match about $487,651 at 4% or $325,100 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-293$474,376,454$11,430,533$39,012iApproximate average salary by contribution assumption: employee only about $975,301 at 4% or $650,201 at 6%; with 50% employer match about $650,201 at 4% or $433,467 at 6%; with 100% employer match about $487,651 at 4% or $325,100 at 6%.
20191309$438,849,369$14,842,400$48,034iApproximate average salary by contribution assumption: employee only about $1,200,841 at 4% or $800,561 at 6%; with 50% employer match about $800,561 at 4% or $533,707 at 6%; with 100% employer match about $600,421 at 4% or $400,280 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-309$438,849,369$14,842,400$48,034iApproximate average salary by contribution assumption: employee only about $1,200,841 at 4% or $800,561 at 6%; with 50% employer match about $800,561 at 4% or $533,707 at 6%; with 100% employer match about $600,421 at 4% or $400,280 at 6%.
20181390$450,270,053$10,375,906$26,605iApproximate average salary by contribution assumption: employee only about $665,122 at 4% or $443,415 at 6%; with 50% employer match about $443,415 at 4% or $295,610 at 6%; with 100% employer match about $332,561 at 4% or $221,707 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-390$450,270,053$10,375,906$26,605iApproximate average salary by contribution assumption: employee only about $665,122 at 4% or $443,415 at 6%; with 50% employer match about $443,415 at 4% or $295,610 at 6%; with 100% employer match about $332,561 at 4% or $221,707 at 6%.
20171417$491,133,641$0-
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-417$491,133,641--
20161470$457,280,807$0-
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-470$457,280,807--
20151514$428,875,985$1,541,125$2,998iApproximate average salary by contribution assumption: employee only about $74,957 at 4% or $49,972 at 6%; with 50% employer match about $49,972 at 4% or $33,314 at 6%; with 100% employer match about $37,479 at 4% or $24,986 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-514$428,875,985$1,541,125$2,998iApproximate average salary by contribution assumption: employee only about $74,957 at 4% or $49,972 at 6%; with 50% employer match about $49,972 at 4% or $33,314 at 6%; with 100% employer match about $37,479 at 4% or $24,986 at 6%.
20141561$445,906,687$5,379,020$9,588iApproximate average salary by contribution assumption: employee only about $239,707 at 4% or $159,805 at 6%; with 50% employer match about $159,805 at 4% or $106,536 at 6%; with 100% employer match about $119,853 at 4% or $79,902 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-561$445,906,687$5,379,020$9,588iApproximate average salary by contribution assumption: employee only about $239,707 at 4% or $159,805 at 6%; with 50% employer match about $159,805 at 4% or $106,536 at 6%; with 100% employer match about $119,853 at 4% or $79,902 at 6%.
20131609$411,546,208$11,412,228$18,739iApproximate average salary by contribution assumption: employee only about $468,482 at 4% or $312,322 at 6%; with 50% employer match about $312,322 at 4% or $208,214 at 6%; with 100% employer match about $234,241 at 4% or $156,161 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-609$411,546,208$11,412,228$18,739iApproximate average salary by contribution assumption: employee only about $468,482 at 4% or $312,322 at 6%; with 50% employer match about $312,322 at 4% or $208,214 at 6%; with 100% employer match about $234,241 at 4% or $156,161 at 6%.
20121646$350,892,451$21,200,000$32,817iApproximate average salary by contribution assumption: employee only about $820,433 at 4% or $546,956 at 6%; with 50% employer match about $546,956 at 4% or $364,637 at 6%; with 100% employer match about $410,217 at 4% or $273,478 at 6%.
Employees' and Agents' Pension Benefits Plan Gwl&A Financial Inc.-646$350,892,451$21,200,000$32,817iApproximate average salary by contribution assumption: employee only about $820,433 at 4% or $546,956 at 6%; with 50% employer match about $546,956 at 4% or $364,637 at 6%; with 100% employer match about $410,217 at 4% or $273,478 at 6%.