2023 Form 5500 filing — Penske Truck Leasing Co., L.P. Savings Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011142109NAL0012586163001) for Penske Truck Leasing Co., L.P. Savings Retirement Plan, reported by Penske Truck Leasing Co., L.P. under EIN 23-2518618 and plan number 007. It reports 17,402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142109NAL0012586163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penske Truck Leasing Co., L.P.
- EIN
- 23-2518618
- Plan number
- 007
- Location
- Reading, PA
- Participants
- 17,402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,215,996,433
- Total liabilities (EOY)
- $46,200
- Net assets (EOY)
- $1,215,950,233
- Employer contributions
- $28,359,230
- Participant contributions
- $60,151,716
- Total income / additions
- $291,062,020
- Benefits paid
- $94,171,461
- Administrative expenses
- -$74,910
- Total expenses
- $94,096,551
- Net increase / (decrease)
- $196,965,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $539,572 | $0 |
| Mercer | INVESTMENT ADVISORY | $83,433 | not reported in the loaded dataset |
| Deloitte & Touche Llp | ACCOUNTANT | $49,779 | not reported in the loaded dataset |