Plain-English plan 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 Agents Retirement Plan is a benefit plan reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,199 participants and $77,515,175 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,515,175
- Net assets (EOY)
- $77,515,175
- Net assets (BOY)
- $67,695,380
Income & contributions
- Employer contributions
- $2,861,257
- Total contributions
- $2,861,257
- Total income / additions
- $14,887,555
Expenses & distributions
- Benefits paid
- $5,007,363
- Administrative expenses
- $60,397
- Total expenses
- $5,067,760
- Net increase / (decrease)
- $9,819,795