Plan5500

Penske Truck Leasing Co., L.P. Savings Retirement Plan — Form 5500 plan (Penske Truck Leasing Co., L.P.)

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, Penske Truck Leasing Co., L.P. Savings Retirement Plan is a benefit plan reported by Penske Truck Leasing Co., L.P. under EIN 23-2518618 and plan number 007. The latest loaded filing year is 2023. The filing reports 17,402 participants and $1,215,996,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penske Truck Leasing Co., L.P.
EIN
23-2518618
Plan number
007
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
17,402
End-of-year plan assets
$1,215,996,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,402H, C20241011142109NAL0012586163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,215,996,433
Total liabilities (EOY)
$46,200
Net assets (EOY)
$1,215,950,233
Net assets (BOY)
$1,018,984,764

Income & contributions

Employer contributions
$28,359,230
Participant contributions
$60,151,716
Total contributions
$105,256,219
Total income / additions
$291,062,020

Expenses & distributions

Benefits paid
$94,171,461
Administrative expenses
-$74,910
Total expenses
$94,096,551
Net increase / (decrease)
$196,965,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$539,572$02023
MercerINVESTMENT ADVISORY$83,433not reported in the loaded dataset2023
Deloitte & Touche LlpACCOUNTANT$49,779not reported in the loaded dataset2023

Related Form 5500 pages