Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 13-5123390Finance and InsuranceLatest filing 2024
Plans
10
Retirement
5
$4.03B assets
Welfare
5
$12.1M premiums
Participants
33,505
10 HUDSON YARDS - NEW YORK, NY 10001212-919-8190
Plans on this EIN
10 filings#001TraditionalDB-$1.25B - 7,536 part#008401k-$1.10B - 6,420 part#006401k-$696.4M - 1,673 part#003TraditionalDB-$535.9M - 4,254 part#007401k-$444.3M - 3,450 part#530Fully Insured-$8.5M - 5,098 lives#536Fully Insured-$1.7M - 2,374 lives#537Mixed-$953K - 1,077 lives#501Mixed-$906K - 681 lives#538Mixed-$68K - 185 lives
Retirement portfolio analytics
5 plans aggregated / $4.03B assets / 23,333 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $12.1M premiums / 9,415 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.2M
- Life$5.4M
- Short-term disability$4.3M
- Long-term disability$4.3M
- Vision$2.0M
- Dental$1.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA80%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- VISION SERVICE PLAN6%
- HAWAII MEDICAL SERVICE ASSOCIATION4%
- HM LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GUARDIAN HOME OFFICE EMPLOYEES' RETIREMENT PLA
TraditionalDB
Assets$1.25B
Participants7,536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
GUARDIAN RETIREMENT INVESTMENT PLAN
401k
Assets$1.10B
Participants6,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
GUARDIAN LIFE EMPLOYEES INCENTIVE SAVINGS PLAN
401k
Assets$696.4M
Participants1,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE GUARDIAN FIELD REPRESENTATIVE EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$535.9M
Participants4,254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
GUARDIAN COOPERATIVE INVESTMENT PLAN
401k
Assets$444.3M
Participants3,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$8.5M
Covered lives5,098
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR FIELD REPRESENTATIVES
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.7M
Covered lives2,374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR RETIRED EMPLOYEES
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$953K
Covered lives1,077
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PROPARK AMERICA HEALTH AND WELFARE BENEFIT PLAN
Mixed - DIGITAL INSURANCE LLC
Premiums$906K
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#538
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR RETIRED FIELD REPRESENTATIVES
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$68K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GUARDIAN HOME OFFICE EMPLOYEES' RETIREMENT PLA | TraditionalDB | $1.25B | 7,536 | 2024 | |
| 008 | GUARDIAN RETIREMENT INVESTMENT PLAN | 401k | $1.10B | 6,420 | 2024 | |
| 006 | GUARDIAN LIFE EMPLOYEES INCENTIVE SAVINGS PLAN | 401k | $696.4M | 1,673 | 2024 | |
| 003 | THE GUARDIAN FIELD REPRESENTATIVE EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $535.9M | 4,254 | 2024 | |
| 007 | GUARDIAN COOPERATIVE INVESTMENT PLAN | 401k | $444.3M | 3,450 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR HOME OFFICE EMPLOYEES | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8.5M | 5,098 | 2024 | |
| 536 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR FIELD REPRESENTATIVES | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1.7M | 2,374 | 2024 | |
| 537 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR RETIRED EMPLOYEES | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $953K | 1,077 | 2024 | |
| 501 | PROPARK AMERICA HEALTH AND WELFARE BENEFIT PLAN | Mixed | DIGITAL INSURANCE LLC | $906K | 681 | 2024 | |
| 538 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA HEALTH AND WELFARE BENEFITS PLAN FOR RETIRED FIELD REPRESENTATIVES | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $68K | 185 | 2024 |
Retirement plans
Welfare plans