Erie Indemnity Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Erie Indemnity Company (EIN 25-0466020) is a plan sponsor located in Erie, PA with 11 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 25-0466020
- Location
- Erie, PA
- Loaded plans
- 11
- Total reported participants
- 58,673
- Total reported plan assets (EOY)
- $2,217,949,525
- Plans with financial data
- 2
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Erie Insurance Group Employee Savings Plan | 002 | 7,091 | $1,179,611,944 | 2023 |
| Erie Insurance Group Retirement Plan For Employees | 001 | 9,616 | $1,038,337,581 | 2023 |
| Erie Indemnity Company Work-Life Resources Plan | 510 | 6,031 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Co Group Life Insurance Plan | 502 | 5,955 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Short Term Disability | 511 | 5,761 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Employees Long Term Disability Income Plan | 504 | 5,761 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Group Dental Assistance Plan | 505 | 5,613 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Vision Care Plan | 506 | 5,420 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Health Protection Plan | 501 | 5,420 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Pre-Tax Payment Plan | 508 | 1,642 | not reported in the loaded dataset | 2023 |
| Erie Indemnity Company Long Term Care Plan | 509 | 363 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Erie Indemnity Company Health Protection Plan | 5,420 | — | 20240710112332NAL0030064162001 |
| 2023 | Erie Indemnity Company Pre-Tax Payment Plan | 1,642 | — | 20240710112343NAL0030064450001 |
| 2023 | Erie Indemnity Company Work-Life Resources Plan | 6,031 | — | 20240710112351NAL0009507843001 |
| 2023 | Erie Indemnity Co Group Life Insurance Plan | 5,955 | — | 20240710112358NAL0014810881001 |
| 2023 | Erie Indemnity Company Employees Long Term Disability Income Plan | 5,761 | — | 20240710112406NAL0014811041001 |
| 2023 | Erie Indemnity Company Group Dental Assistance Plan | 5,613 | — | 20240710112413NAL0008539427001 |
| 2023 | Erie Indemnity Company Vision Care Plan | 5,420 | C | 20240710112420NAL0030065522001 |
| 2023 | Erie Indemnity Company Long Term Care Plan | 363 | — | 20240710112426NAL0030065666001 |