Plan5500

Penn Mutual Retirement Plan — Form 5500 plan (Penn Mutual Life Insurance Company)

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 Plan is a benefit plan reported by Penn Mutual Life Insurance Company under EIN 23-0952300 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,070 participants and $207,399,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn Mutual Life Insurance Company
EIN
23-0952300
Plan number
010
Plan type
2
Location
Horsham, PA
Latest filing year
2023
Participants
2,070
End-of-year plan assets
$207,399,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,070H, C20240923145347NAL0011503521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,399,102
Total liabilities (EOY)
$1,160
Net assets (EOY)
$207,397,942
Net assets (BOY)
$194,019,155

Income & contributions

Total income / additions
$23,015,589

Expenses & distributions

Benefits paid
$9,229,277
Administrative expenses
$407,525
Total expenses
$9,636,802
Net increase / (decrease)
$13,378,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCACTUARY$407,154not reported in the loaded dataset2023

Related Form 5500 pages