2023 Form 5500 filing — Penn Mutual Retirement & Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916095505NAL0000614787002) for Penn Mutual Retirement & Savings Plan, reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 008. It reports 1,862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916095505NAL0000614787002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Mutual Life Insurance Company
- EIN
- 23-0952300
- Plan number
- 008
- Location
- Horsham, PA
- Participants
- 1,862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,597,482
- Net assets (EOY)
- $400,597,482
- Employer contributions
- $10,397,240
- Participant contributions
- $10,174,694
- Total income / additions
- $81,478,491
- Benefits paid
- $27,082,907
- Administrative expenses
- $100,078
- Total expenses
- $27,182,985
- Net increase / (decrease)
- $54,295,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $130,058 | $0 |