Plm Savings Plan — Form 5500 plan (Pennsylvania Lumbermens Mutual 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, Plm Savings Plan is a benefit plan reported by Pennsylvania Lumbermens Mutual Insurance Company under EIN 23-0959220 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $43,531,522 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.5MPlan net assets, end of year$43,531,522
Participants267Covered participants reported
Assets / participant$163KComputed: assets ÷ participants$163,039 (computed)
Provider compensation$27.5K2 Schedule C provider row(s)$27,520
- Plan sponsor
- Pennsylvania Lumbermens Mutual Insurance Company
- EIN
- 23-0959220
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20250515135843NAL0013470163001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43.5M total assets
Net assets$43.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,531,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,531,522
- Net assets (BOY)
- $39,430,869
Income & contributions
- Employer contributions
- $1,819,759
- Participant contributions
- $1,850,094
- Total contributions
- $4,432,407
- Total income / additions
- $8,502,691
Expenses & distributions
- Benefits paid
- $4,375,733
- Administrative expenses
- $26,305
- Total expenses
- $4,402,038
- Net increase / (decrease)
- $4,100,653
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $18,345 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $9,175 | not reported in the loaded dataset | 2023 |