Filings through Oct 24, 2026.

Global Indemnity 401(k) Plan

Name: GBLI HOLDINGS, LLC - GLOBAL INDEMNITY 401(K) PLAN (2024) Form 5500
Creator: GBLI HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL INDEMNITY 401(K) PLAN, GBLI HOLDINGS, LLC

Gbli Holdings, LLCEIN 20-0184863Plan #001PY 2024Filed Oct 3, 2025

3 BALA PLAZA E, SUITE 300 - BALA CYNWYD, PA 19004-3481610-664-1500

How to read this page

Prospect flags

1 of 17 flags tripped on the 2024 filing.

How flags work

Opportunity
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Schedule H, line 2i

Total assets (EOY)

$77.3M

+6.1% from 2023

Total participants

411

-5.7% from 2023

Average account balance

$192,667

+10.4% from 2023

Annual return

15.16%

-0.58 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 1,550 peers

Industry: 52 - Finance and Insurance
Plan type: Defined contribution
Participants: 250-999
Cohort: 1,550 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $77,259,544
Participants: 411
Contributions: $4,180,813
Annual return: 15.16%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$166K in admin expenses, $403 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$91K (55%)
Investment mgmt$75K (45%)

Admin expense ratio

0.214%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

2 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

26 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $69.6M of the plan's $77.3M. Recordkeeper: Principal.

2024 filing, Schedule H, line 4i

In collective trusts49%median 0% for plans of $50M to $250M (12,546 plans)

In index funds26%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series48%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 48% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund	Principal	Collective trust	$33.3M	47.8%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$12.3M	17.6%
Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$3.6M	5.2%
Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund	Principal	Stable value	$3.4M	4.8%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.0M	4.2%
JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$2.3M	3.4%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.7M	2.5%
MFS Value Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$1.6M	2.4%
Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.6M	2.2%
Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.3M	1.9%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

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Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 2 by compensation.

Schedule C

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator	Contract Administrator	$90,763
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 Advisory (Plan)	Advisory (Plan)	$74,876

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: YOUNG, OAKES, BROWN & CO., PC
Auditor EIN: 25-1589048
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2024 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3D3H

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 11 vintagesRecordkeeper's own fund

$33.3M

47.8%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$12.3M

17.6%

Pooled Separate Accounts Principal Life Insurance Company

Principal · Insurance contract

Recordkeeper's own fund

$3.6M

5.2%

Principal Stable Value Z Fund

Principal · Stable value

Stable valueRecordkeeper's own fund

$3.4M

4.8%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.0M

4.2%

JPMorgan Mid Cap Value Fund Class R6

JPMorgan · Mutual fund

$2.3M

3.4%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.7M

2.5%

MFS Value Fund R6

MFS (Sun Life) · Mutual fund

$1.6M

2.4%

Prin Diversified Intl SA-Z

Principal · Insurance contract

Recordkeeper's own fund

$1.6M

2.2%

Prin Core Plus Bond Sep Acct-Z

Principal · Insurance contract

Recordkeeper's own fund

$1.3M

1.9%

Provider

Compensation

PRINCIPAL FINANCIAL GROUP10+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$90,763

UBS FINANCIAL SERVICES INC10+ years

Service code 27 · EIN 13-2638166

Advisory (Plan)

$74,876

Global Indemnity 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Global Indemnity 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Global Indemnity 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Global Indemnity 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion