# Globe Life Inc. Pension Plan

Globe Life Inc. Pension Plan is a Pension Fund based in McKinney, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** McKinney, United States
- **Region:** North America
- **Address:** 3700 S. Stonebridge Drive, McKinney, TX 75070-8080, United States
- **Founded:** 1983
- **Assets under management:** 527 (Altss estimate)
- **Website:** home.globelifeinsurance.com
- **LinkedIn:** https://www.linkedin.com/company/globelife

## Regulatory record

- **Reports private funds:** No

## About

The Globe Life Inc. Pension Plan was established in 1983 as a non-contributory defined benefit plan for Torchmark Corporation, later renamed Globe Life Inc. It provides retirement benefits to employees of the parent and affiliates. The plan allocates to public equities through S&P 500 Index Fund and Equity Exchange Traded Fund positions valued at $367.9 million and $224.6 million respectively. Fixed income exposure totals $35.5 million via an Exchange Traded Fund. Private equity commitments include PIMCO Bravo Fund III and Long-term Investment Funds. Assets total $527 million. The plan uses Wellington Investment Advisors Holdings LLP as investment advisor, Great West Trust Company as trustee and custodian, Empower as third party administrator, and Deloitte & Touche LLP as auditor. Globe Life Foundation and Make Tomorrow Better Foundation handle related philanthropic activity. The plan operates as a corporate pension vehicle sponsored directly by Globe Life Inc., with investment decisions executed through external advisors rather than an internal CIO structure.

## Sectors

- Diversified
- Private Equity
- Fixed Income

## People

- Rebecca E. Zorn — Plan Administrator

## Questions

### Who runs investment decisions at Globe Life Inc. Pension Plan?

Rebecca E. Zorn serves as plan administrator. External advisors including Wellington Investment Advisors Holdings LLP execute investment management.

### Does Globe Life Inc. Pension Plan participate in fund commitments or only direct deals?

The plan holds limited partnership interests in PIMCO Bravo Fund III and Long-term Investment Funds.

### What asset classes does Globe Life Inc. Pension Plan hold?

Holdings include S&P 500 Index Fund, equity and fixed income ETFs, and private equity funds.

### How is Globe Life Inc. Pension Plan related to Globe Life Inc.?

Globe Life Inc. is the plan sponsor and parent company.

## Related profiles

- [Clocktower Group](https://altss.com/profile/clocktower-group)
- [Kodak](https://altss.com/profile/kodak)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/globe-life-inc-pension-plan

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