Erie Insurance Group Employee Savings Plan — 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 Employee Savings Plan is a benefit plan reported by Erie Indemnity Company under EIN 25-0466020 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,091 participants and $1,179,611,944 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
002
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
7,091
End-of-year plan assets
$1,179,611,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,091H, C20240923141159NAL0015546448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,179,611,944
Total liabilities (EOY)
$21,055
Net assets (EOY)
$1,179,590,889
Net assets (BOY)
$980,093,417

Income & contributions

Employer contributions
$18,431,716
Participant contributions
$43,774,110
Total contributions
$68,309,375
Total income / additions
$290,998,339

Expenses & distributions

Benefits paid
$91,179,148
Administrative expenses
$288,937
Total expenses
$91,500,867
Net increase / (decrease)
$199,497,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$289,248$02023

Related Form 5500 pages