Penn National Insurance 401(K) Retirement Savings Plan — Form 5500 plan (Pennsylvania National Mutual Casualty 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 National Insurance 401(K) Retirement Savings Plan is a benefit plan reported by Pennsylvania National Mutual Casualty Insurance Company under EIN 23-0961349 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,050 participants and $207,468,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania National Mutual Casualty Insurance Company
- EIN
- 23-0961349
- Plan number
- 002
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 1,050
- End-of-year plan assets
- $207,468,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,050 | H, C | 20241015111756NAL0014467923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,468,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,468,119
- Net assets (BOY)
- $184,872,879
Income & contributions
- Employer contributions
- $4,032,217
- Participant contributions
- $6,882,749
- Total contributions
- $11,513,219
- Total income / additions
- $40,468,895
Expenses & distributions
- Benefits paid
- $17,621,086
- Administrative expenses
- $228,253
- Total expenses
- $17,873,655
- Net increase / (decrease)
- $22,595,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $109,133 | $0 | 2023 |
| Onedigital Investment Advisors LLC | NONE | $70,209 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $48,610 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennsylvania National Mutual Casualty Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation