2023 Form 5500 filing — Penn National Insurance 401(K) 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 20241015111756NAL0014467923001) for Penn National Insurance 401(K) Retirement Savings Plan, reported by Pennsylvania National Mutual Casualty Insurance Company under EIN 23-0961349 and plan number 002. It reports 1,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015111756NAL0014467923001
Filing year
2023
Form type
2
Plan sponsor
Pennsylvania National Mutual Casualty Insurance Company
EIN
23-0961349
Plan number
002
Location
Harrisburg, PA
Participants
1,050
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$207,468,119
Total liabilities (EOY)
$0
Net assets (EOY)
$207,468,119
Employer contributions
$4,032,217
Participant contributions
$6,882,749
Total income / additions
$40,468,895
Benefits paid
$17,621,086
Administrative expenses
$228,253
Total expenses
$17,873,655
Net increase / (decrease)
$22,595,240
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ONONE$109,133$0
Onedigital Investment Advisors LLCNONE$70,209not reported in the loaded dataset
Empower Advisory Group, LLCNONE$48,610not reported in the loaded dataset
Qdro ConsultantsNONE$300not reported in the loaded dataset

Related Form 5500 pages