2023 Form 5500 filing — Plm 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 20250515135843NAL0013470163001) for Plm Savings Plan, reported by Pennsylvania Lumbermens Mutual Insurance Company under EIN 23-0959220 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43.5MReported net assets$43,531,522
Participants267
Provider compensation$27.5K2 Schedule C row(s)$27,520
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250515135843NAL0013470163001
- Plan sponsor
- Pennsylvania Lumbermens Mutual Insurance Company
- EIN
- 23-0959220
- Plan number
- 002
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$43.5M total assets
Net assets$43.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,531,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,531,522
- Employer contributions
- $1,819,759
- Participant contributions
- $1,850,094
- Total income / additions
- $8,502,691
- Benefits paid
- $4,375,733
- Administrative expenses
- $26,305
- Total expenses
- $4,402,038
- Net increase / (decrease)
- $4,100,653
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $18,345 | $0 |
| Vanguard Advisers Inc. | NONE | $9,175 | not reported in the loaded dataset |