2023 Form 5500 filing — Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies
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 20241015114638NAL0047640000001) for Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies, reported by Pennsylvania National Mutual Casualty Insurance Company under EIN 23-0961349 and plan number 001. It reports 1,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114638NAL0047640000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania National Mutual Casualty Insurance Company
- EIN
- 23-0961349
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 1,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,335,009
- Total liabilities (EOY)
- $78,551
- Net assets (EOY)
- $219,256,458
- Total income / additions
- $22,772,056
- Benefits paid
- $10,742,029
- Administrative expenses
- $634,994
- Total expenses
- $11,377,023
- Net increase / (decrease)
- $11,395,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conning Asset Management | NONE | $434,168 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $47,081 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $40,717 | $0 |
| Federated Hermes Inc. | NONE | $0 | $0 |