The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement 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, The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan is a benefit plan reported by Pennsylvania Lumbermens Mutual Insurance Company under EIN 23-0959220 and plan number 003. The latest loaded filing year is 2023. The filing reports 290 participants and $40,448,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania Lumbermens Mutual Insurance Company
EIN
23-0959220
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
290
End-of-year plan assets
$40,448,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20241015175838NAL0029321425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,448,740
Total liabilities (EOY)
$15,127
Net assets (EOY)
$40,433,613
Net assets (BOY)
$41,224,990

Income & contributions

Total contributions
$0
Total income / additions
$3,111,810

Expenses & distributions

Benefits paid
$3,839,781
Administrative expenses
$63,406
Total expenses
$3,903,187
Net increase / (decrease)
-$791,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VanguardNONE$61,019$02023

Related Form 5500 pages