Globe Life 401(k) match, vesting and fees
What Globe Life's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 156 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Globe Life: employer contribution per participant | $1,929 | |
| Peer median | $2,525 |
| Globe Life: average balance | $93,811 | |
| Peer median | $101,328 |
| Globe Life: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $252M at the end of plan year 2023 to $259M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,437 | $259M | $5.3M | $1,929 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 3,275 | $252M | $5M | $1,840 | 0.10% | Not published | Form 5500 ↗ |
Other Globe Life plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Globe Life Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Globe Life match 401(k) contributions?
The match terms for the Globe Life Inc. Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $1,929 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Globe Life 401(k) match vested?
The vesting schedule for the Globe Life Inc. Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Globe Life 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Globe Life Inc..
I left Globe Life. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Globe Life Inc., (469) 680-4169) or the recordkeeper, Empower Annuity Insurance Company. The Globe Life old 401(k) page lists the contacts from every plan filing. Find an old Globe Life 401(k)
Data from the public Form 5500 annual reports Globe Life filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Globe Life. Not financial advice. Report a correction · Methodology