Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GLOBE LIFE INC.
EIN 63-0780404insuranceLatest filing 2025
Plans
4
Retirement
2
$884.1M assets
Welfare
2
$3.5M premiums
Participants
10,306
3700 S. STONEBRIDGE DRIVE - MCKINNEY, TX 75070469-680-4169globelifeinsurance.comLinkedIn1001-5000 employeesinsurance
Retirement portfolio analytics
2 plans aggregated / $884.1M assets / 8,239 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.5M premiums / 4,782 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.2M
- Vision$2.2M
- Other$1.2M
- Life$1.1M
- Long-term disability$179K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- METROPOLITAN LIFE INSURANCE COMPANY68%
- UNITED AMERICAN INSURANCE COMPANY26%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
73%top
- KEITH BENNETT AND OTHER AGENTS73%
- JASON EVERETT12%
- KEVIN PETERSON3%
- MICHELE E. SELLORS3%
- LOCKTON COMPANIES, LLC3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GLOBE LIFE INC. PENSION PLAN
TraditionalDB
Assets$590.9M
Participants4,963
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLOBE LIFE INC. SAVINGS AND INVESTMENT PLAN
401k
Assets$293.2M
Participants3,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516
GLOBE LIFE INC. GROUP HEALTH AND WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.5M
Covered lives4,782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TORCHMARK CORPORATION & AFFILIATES RETIRED LIVES RESERVE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GLOBE LIFE INC. PENSION PLAN | TraditionalDB | $590.9M | 4,963 | 2024 | |
| 001 | GLOBE LIFE INC. SAVINGS AND INVESTMENT PLAN | 401k | $293.2M | 3,276 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 516 | GLOBE LIFE INC. GROUP HEALTH AND WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $3.5M | 4,782 | 2024 | |
| 501 | TORCHMARK CORPORATION & AFFILIATES RETIRED LIVES RESERVE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans