Plan Snapshot
- Plan Sponsor: Pennsylvania National Mutual Casualty Insurance Company
- Sponsor EIN: 230961349
- Sponsor Address: P.O. BOX 2361, HARRISBURG, PA, 171052361
- Plan Type: DB
- Total Participants: 275
- Total Assets: $212.1M
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. |
|---|---|---|---|---|
| 2024 | 275 | $212.1M | $0 | $0 |
| 2023 | 302 | $219.3M | $0 | $0 |
| 2022 | 330 | $208.0M | $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 |
|---|---|---|---|---|
| CONNING ASSET MANAGEMENT | NONE | $328,263 | — | $328,263 |
| CONRAD SIEGEL | NONE | $61,868 | — | $61,868 |
| FIFTH THIRD BANK | NONE | $40,772 | — | $40,772 |
| MANUFACTURERS AND TRUST CO | NONE | $5,206 | — | $5,206 |
| MCKONLY & ASBURY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANUFACTURERS AND TRUST CO — NONE
- MCKONLY & ASBURY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $436,109
- Estimated Expense Ratio: 0.206% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $652,347 | $374,241 | — | — | — |
| 2023 | $634,994 | $479,337 | — | — | — |
| 2022 | $667,013 | $566,165 | — | — | — |