Plain-English plan 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, Penn Mutual Retirement & Savings Plan is a benefit plan reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,862 participants and $400,597,482 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $400,597,482
- Net assets (EOY)
- $400,597,482
- Net assets (BOY)
- $346,301,976
Income & contributions
- Employer contributions
- $10,397,240
- Participant contributions
- $10,174,694
- Total contributions
- $22,936,024
- Total income / additions
- $81,478,491
Expenses & distributions
- Benefits paid
- $27,082,907
- Administrative expenses
- $100,078
- Total expenses
- $27,182,985
- Net increase / (decrease)
- $54,295,506