2023 Form 5500 filing — Erie Insurance Group Retirement Plan For Employees
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 20250930092223NAL0005410323001) for Erie Insurance Group Retirement Plan For Employees, reported by Erie Indemnity Company under EIN 25-0466020 and plan number 001. It reports 9,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250930092223NAL0005410323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erie Indemnity Company
- EIN
- 25-0466020
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 9,616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,038,337,581
- Total liabilities (EOY)
- $303,355
- Net assets (EOY)
- $1,038,034,226
- Employer contributions
- $39,000,000
- Total income / additions
- $47,034,078
- Benefits paid
- $36,123,860
- Total expenses
- $36,123,860
- Net increase / (decrease)
- $10,910,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invst Inst Ops Co, Inc. | NONE | $0 | $0 |
| Fidelity Instit Asset Mgt Trust Co | NONE | $0 | $0 |