Plan5500

Penn Mutual Agents 401k 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 Agents 401k Plan is a benefit plan reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 013. The latest loaded filing year is 2023. The filing reports 1,070 participants and $74,667,424 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
013
Plan type
2
Location
Horsham, PA
Latest filing year
2023
Participants
1,070
End-of-year plan assets
$74,667,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,070H, C20240916095634NAL0002544976002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,667,424
Net assets (EOY)
$74,667,424
Net assets (BOY)
$67,278,483

Income & contributions

Employer contributions
$606,724
Participant contributions
$3,818,339
Total contributions
$4,470,679
Total income / additions
$16,426,960

Expenses & distributions

Benefits paid
$8,994,588
Administrative expenses
$55,665
Total expenses
$9,038,019
Net increase / (decrease)
$7,388,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$58,588$02023

Related Form 5500 pages