Penn Mutual Life Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Penn Mutual Life Insurance Company (EIN 23-0952300) is a plan sponsor located in Horsham, PA with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 23-0952300
- Location
- Horsham, PA
- Loaded plans
- 9
- Total reported participants
- 9,994
- Total reported plan assets (EOY)
- $760,179,183
- Plans with financial data
- 4
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Penn Mutual Retirement & Savings Plan | 008 | 1,862 | $400,597,482 | 2023 |
| Penn Mutual Retirement Plan | 010 | 2,070 | $207,399,102 | 2023 |
| Penn Mutual Agents Retirement Plan | 003 | 1,199 | $77,515,175 | 2023 |
| Penn Mutual Agents 401k Plan | 013 | 1,070 | $74,667,424 | 2023 |
| Penn Mutual Life Ins Co Employee Group Health Plan | 502 | 1,528 | not reported in the loaded dataset | 2023 |
| Business Travel Accident | 505 | 1,017 | not reported in the loaded dataset | 2023 |
| Penn Mutual Life Ins Co Severance Plan | 520 | 1,017 | not reported in the loaded dataset | 2023 |
| Penn Mutual Life Ins Co Retiree Group Health Plan | 521 | 228 | not reported in the loaded dataset | 2023 |
| Field Adjustment Plan | 516 | 3 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Penn Mutual Retirement & Savings Plan | 1,862 | H, C | 20240916095505NAL0000614787002 |
| 2023 | Penn Mutual Agents Retirement Plan | 1,199 | H, C | 20240916095634NAL0002544976001 |
| 2023 | Penn Mutual Agents 401k Plan | 1,070 | H, C | 20240916095634NAL0002544976002 |
| 2023 | Penn Mutual Life Ins Co Employee Group Health Plan | 1,528 | C | 20240923130800NAL0011386689001 |
| 2023 | Field Adjustment Plan | 3 | — | 20240923130800NAL0011386689002 |
| 2023 | Penn Mutual Life Ins Co Retiree Group Health Plan | 228 | — | 20240923134315NAL0006671011001 |
| 2023 | Penn Mutual Retirement Plan | 2,070 | H, C | 20240923145347NAL0011503521001 |
| 2023 | Business Travel Accident | 1,017 | — | 20240923154409NAL0006751875001 |