Penske Logistics Retirement Savings Plan — Form 5500 plan (Penske Truck Leasing Co., Lp)
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 Logistics Retirement Savings Plan is a benefit plan reported by Penske Truck Leasing Co., Lp under EIN 23-2518618 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,089 participants and $312,681,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penske Truck Leasing Co., Lp
- EIN
- 23-2518618
- Plan number
- 010
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 6,089
- End-of-year plan assets
- $312,681,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,089 | H, C | 20241014071600NAL0014593651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $312,681,775
- Total liabilities (EOY)
- $46,200
- Net assets (EOY)
- $312,635,575
- Net assets (BOY)
- $266,486,170
Income & contributions
- Employer contributions
- $7,662,837
- Participant contributions
- $18,373,688
- Total contributions
- $29,272,448
- Total income / additions
- $79,342,793
Expenses & distributions
- Benefits paid
- $33,070,572
- Administrative expenses
- $122,816
- Total expenses
- $33,193,388
- Net increase / (decrease)
- $46,149,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $172,203 | $0 | 2023 |
| Mercer Investment Consulting | INVESTMENT ADVISORY | $75,296 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | INVESTMENT ADVISORY | $39,889 | $4,945 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penske Truck Leasing Co., Lp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Principal Life Insurance Company — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation