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Form 5500 · Retirement plan · FOOTHILL RANCH, CA

GLOBAL BENEFITS GROUP INC.

The filing calls this plan GBG, INC. 401(K) PLAN.

GLOBAL BENEFITS GROUP INC. of FOOTHILL RANCH, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by STANDARD INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3842750 · plan 001 · plan year 2024, filed Jun 12, 2025

Participants at the start of the year
279
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
GLOBAL BENEFITS GROUP INC.
EIN 20-3842750
STANCORP FINANCIAL GROUP
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$60,160
paid directly by the plan
GLOBAL RETIREMENT PARTNERS, LLC
Named on Schedule C · EIN 47-1411118
$45,916
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$88,341
Paid out in benefits
$16,497,052
Participants at the start of the year
279
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-0840934
PENSION ASSURANCE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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