Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies — Form 5500 plan (Pennsylvania National Mutual Casualty 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, Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies is a benefit plan reported by Pennsylvania National Mutual Casualty Insurance Company under EIN 23-0961349 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,134 participants and $219,335,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania National Mutual Casualty Insurance Company
- EIN
- 23-0961349
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 1,134
- End-of-year plan assets
- $219,335,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,134 | H, C | 20241015114638NAL0047640000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,335,009
- Total liabilities (EOY)
- $78,551
- Net assets (EOY)
- $219,256,458
- Net assets (BOY)
- $207,861,425
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,772,056
Expenses & distributions
- Benefits paid
- $10,742,029
- Administrative expenses
- $634,994
- Total expenses
- $11,377,023
- Net increase / (decrease)
- $11,395,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conning Asset Management | NONE | $434,168 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $47,081 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $40,717 | $0 | 2023 |
| Federated Hermes Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennsylvania National Mutual Casualty Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Conning Asset Management — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Federated Hermes Inc. — Schedule C compensation