Plan5500

Penn Mutual Retirement & Savings Plan — Form 5500 plan (Penn Mutual Life Insurance Company)

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 Retirement & Savings Plan is a benefit plan reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,862 participants and $400,597,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn Mutual Life Insurance Company
EIN
23-0952300
Plan number
008
Plan type
2
Location
Horsham, PA
Latest filing year
2023
Participants
1,862
End-of-year plan assets
$400,597,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,862H, C20240916095505NAL0000614787002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$400,597,482
Net assets (EOY)
$400,597,482
Net assets (BOY)
$346,301,976

Income & contributions

Employer contributions
$10,397,240
Participant contributions
$10,174,694
Total contributions
$22,936,024
Total income / additions
$81,478,491

Expenses & distributions

Benefits paid
$27,082,907
Administrative expenses
$100,078
Total expenses
$27,182,985
Net increase / (decrease)
$54,295,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$130,058$02023

Related Form 5500 pages