Plan5500

Erie Insurance Group Retirement Plan For Employees — Form 5500 plan (Erie Indemnity 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, Erie Insurance Group Retirement Plan For Employees is a benefit plan reported by Erie Indemnity Company under EIN 25-0466020 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,616 participants and $1,038,337,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Erie Indemnity Company
EIN
25-0466020
Plan number
001
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
9,616
End-of-year plan assets
$1,038,337,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,616H, C20250930092223NAL0005410323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,038,337,581
Total liabilities (EOY)
$303,355
Net assets (EOY)
$1,038,034,226
Net assets (BOY)
$1,027,124,008

Income & contributions

Employer contributions
$39,000,000
Total contributions
$39,000,000
Total income / additions
$47,034,078

Expenses & distributions

Benefits paid
$36,123,860
Total expenses
$36,123,860
Net increase / (decrease)
$10,910,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invst Inst Ops Co, Inc.NONE$0$02023
Fidelity Instit Asset Mgt Trust CoNONE$0$02023

Related Form 5500 pages