BALIS & CO., INC. PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
GUY CARPENTER & COMPANY, LLC
This Other plan holds N/A in total assets and serves N/A participants as of 2024. It is sponsored by GUY CARPENTER & COMPANY, LLC in New York.
What the Filing Says About BALIS & CO., INC. PENSION PLAN
BALIS & CO., INC. PENSION PLAN is a Other retirement plan sponsored by GUY CARPENTER & COMPANY, LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 134985720, and the plan has been effective since 1949-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 134985720 |
| Plan Effective Date | 1949-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GUY CARPENTER & COMPANY, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | N/A |
| 2023 | 1 | N/A | N/A |
| 2024 | 1 | N/A | N/A |
Nearby Other Plans in New York
Peer Other plans — same state, same plan type — ranked by total assets.
- NORTHWELL HEALTH 403(B) PLAN $9.9B · 48,676
- NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL $5.1B · 11,091
- RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY $5.0B · 14,407
- COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN $4.1B · 23,835
- COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN $3.0B · 15,290
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the BALIS & CO., INC. PENSION PLAN? ▼
What type of plan is BALIS & CO., INC. PENSION PLAN? ▼
Who sponsors the BALIS & CO., INC. PENSION PLAN? ▼
How did BALIS & CO., INC. PENSION PLAN perform in 2024? ▼
Where can I find official filings for BALIS & CO., INC. PENSION PLAN? ▼
How does BALIS & CO., INC. PENSION PLAN compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 134985720.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.