Plan Snapshot
- Plan Sponsor: Penn Mutual Life Insurance Company
- Sponsor EIN: 230952300
- Sponsor Address: 600 DRESHER ROAD, HORSHAM, PA, 190442204
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,051
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,051 | $0 | $0 | $0 |
| 2024 | 1,593 | $0 | $0 | $0 |
| 2023 | 1,586 | $0 | $0 | $0 |
| 2022 | 1,528 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM | Recordkeeper | $1,107,816 | — | $1,107,816 |
| DELTA DENTAL OF PENNSYLVANIA | Recordkeeper | $96,728 | — | $96,728 |
| HEALTH ADVOCATE SOLUTIONS INC. | Recordkeeper | $28,105 | — | $28,105 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,232,649
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |