2023 Form 5500 filing — The Pennsylvania Lumbermens Mutual Insurance Company Consolidated 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 20241015175838NAL0029321425001) for The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan, reported by Pennsylvania Lumbermens Mutual Insurance Company under EIN 23-0959220 and plan number 003. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175838NAL0029321425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania Lumbermens Mutual Insurance Company
- EIN
- 23-0959220
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,448,740
- Total liabilities (EOY)
- $15,127
- Net assets (EOY)
- $40,433,613
- Total income / additions
- $3,111,810
- Benefits paid
- $3,839,781
- Administrative expenses
- $63,406
- Total expenses
- $3,903,187
- Net increase / (decrease)
- -$791,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | NONE | $61,019 | $0 |