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Form 5500 · Retirement plan · WASHINGTON, DC

STAGWELL GLOBAL LLC

The filing calls this plan STAGWELL GLOBAL 401(K) PLAN.

STAGWELL GLOBAL LLC of WASHINGTON, DC's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1877859 · plan 333 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
9,850
Contracts on file
2
Contract value
$98,340,511
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $98,340,511 at the end of the plan year, as reported on Schedule A.

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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC9,342December$93,665,044$0
PRINCIPAL LIFE INSURANCE GROUPAnnuity / GIC9,342December$4,675,467$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
NATIONAL BENEFIT SERVICES, LLC
EIN 20-3886993
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$1,383,333
paid directly by the plan
NATIONAL BENEFIT SERVICES
Contract administrator · EIN 20-3886993
$312,876
paid directly by the plan
PENSION ASSURANCE LLP
Accounting and audit · EIN 30-0840934
$49,908
paid directly by the plan
MML INVESTORS SERVICES LLC
INVESTMENT ADVISORY · EIN 04-2746212
$0
paid directly by the plan
PENSION ASSURANCE LLP
Accounting and audit · EIN 03-0840934
$0
paid directly by the plan
ANDREWS HOOPER PAVLIK PLC
Accounting and audit · EIN 38-3133790
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
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
$678,028,291
Paid out in benefits
$79,171,214
Participants at the start of the year
9,850
Participants with account balances
7,777

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

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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