Pennsylvania Lumbermens Mutual Insurance 401(k) match, vesting and fees
What Pennsylvania Lumbermens Mutual Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Pennsylvania Lumbermens Mutual Insurance: employer contribution per participant | $7,106 | |
| Peer median | $2,868 |
| Pennsylvania Lumbermens Mutual Insurance: average balance | $179,788 | |
| Peer median | $95,281 |
| Pennsylvania Lumbermens Mutual Insurance: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $39.7M at the end of plan year 2021 to $46.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 268 | $46.4M | $1.8M | $7,106 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 284 | $43.5M | $1.8M | $6,690 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 267 | $39.4M | $1.5M | $6,071 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 258 | $39.7M | $1.5M | $6,296 | 0.02% | Not published | Form 5500 ↗ |
Other Pennsylvania Lumbermens Mutual Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | PNC Financial Services Group, Inc. | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Pennsylvania Lumbermens Mutual Insurance match 401(k) contributions?
The match terms for the Plm Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $7,106 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennsylvania Lumbermens Mutual Insurance 401(k) match vested?
The vesting schedule for the Plm Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennsylvania Lumbermens Mutual Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Pennsylvania Lumbermens Mutual Insurance Company.
I left Pennsylvania Lumbermens Mutual Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pennsylvania Lumbermens Mutual Insurance Company, (800) 752-1895) or the recordkeeper, The Vanguard Group, Inc.. The Pennsylvania Lumbermens Mutual Insurance old 401(k) page lists the contacts from every plan filing. Find an old Pennsylvania Lumbermens Mutual Insurance 401(k)
Data from the public Form 5500 annual reports Pennsylvania Lumbermens Mutual Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pennsylvania Lumbermens Mutual Insurance. Not financial advice. Report a correction · Methodology