2023 Form 5500 filing — Plm 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 20250515135843NAL0013470163001) for Plm Savings Plan, reported by Pennsylvania Lumbermens Mutual Insurance Company under EIN 23-0959220 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.5MReported net assets$43,531,522
Participants267
Provider compensation$27.5K2 Schedule C row(s)$27,520
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250515135843NAL0013470163001
Plan sponsor
Pennsylvania Lumbermens Mutual Insurance Company
EIN
23-0959220
Plan number
002
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.5M total assets
Net assets$43.5MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$1.8M
Participant$1.9M
Full reported line items
Total assets (EOY)
$43,531,522
Total liabilities (EOY)
$0
Net assets (EOY)
$43,531,522
Employer contributions
$1,819,759
Participant contributions
$1,850,094
Total income / additions
$8,502,691
Benefits paid
$4,375,733
Administrative expenses
$26,305
Total expenses
$4,402,038
Net increase / (decrease)
$4,100,653
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $18.3K · Indirect $0
  2. 2
    NONE · Direct $9.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250515135843NAL0013470163001 cover?
It is the 2023 Form 5500 filing for Plm Savings Plan, reported by Pennsylvania Lumbermens Mutual Insurance Company (EIN 23-0959220).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages