2023 Form 5500 filing — Penn National Insurance 401(K) Retirement Savings 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 20241015111756NAL0014467923001) for Penn National Insurance 401(K) Retirement Savings Plan, reported by Pennsylvania National Mutual Casualty Insurance Company under EIN 23-0961349 and plan number 002. It reports 1,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111756NAL0014467923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania National Mutual Casualty Insurance Company
- EIN
- 23-0961349
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 1,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,468,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,468,119
- Employer contributions
- $4,032,217
- Participant contributions
- $6,882,749
- Total income / additions
- $40,468,895
- Benefits paid
- $17,621,086
- Administrative expenses
- $228,253
- Total expenses
- $17,873,655
- Net increase / (decrease)
- $22,595,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $109,133 | $0 |
| Onedigital Investment Advisors LLC | NONE | $70,209 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $48,610 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset |