# Pennsylvania National Mutual Casualty Insurance Company DB Plan
Source: https://planprovider.pro/companies/pennsylvania-national-mutual-casualty-insurance-company-plan-001

> Pennsylvania National Mutual Casualty Insurance Company's DB plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trustage) — NONE

- [MCKONLY & ASBURY LLP](https://planprovider.pro/provider/mckonly-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pennsylvania-national-mutual-casualty-insurance-company-plan-001)

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