Pennsylvania National Mutual Casualty Insurance 401(k) match, vesting and fees
What Pennsylvania National Mutual Casualty 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Pennsylvania National Mutual Casualty Insurance: employer contribution per participant | $4,269 | |
| Peer median | $2,935 |
| Pennsylvania National Mutual Casualty Insurance: average balance | $220,910 | |
| Peer median | $92,770 |
| Pennsylvania National Mutual Casualty Insurance: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.15% |
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 $237M at the end of plan year 2021 to $218M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 992 | $218M | $4.2M | $4,269 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,022 | $207M | $4M | $3,992 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,043 | $185M | $3.8M | $3,669 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 1,032 | $237M | $3.7M | $3,626 | 0.12% | Not published | Form 5500 ↗ |
Other Pennsylvania National Mutual Casualty Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
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 | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pennsylvania National Mutual Casualty Insurance match 401(k) contributions?
The match terms for the Penn National Insurance 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $4,269 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennsylvania National Mutual Casualty Insurance 401(k) match vested?
The vesting schedule for the Penn National Insurance 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennsylvania National Mutual Casualty Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Pennsylvania National Mutual Casualty Insurance Company.
I left Pennsylvania National Mutual Casualty Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pennsylvania National Mutual Casualty Insurance Company, (717) 255-6881) or the recordkeeper, Empower Annuity Insurance Company O. The Pennsylvania National Mutual Casualty Insurance old 401(k) page lists the contacts from every plan filing. Find an old Pennsylvania National Mutual Casualty Insurance 401(k)
Data from the public Form 5500 annual reports Pennsylvania National Mutual Casualty 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 National Mutual Casualty Insurance. Not financial advice. Report a correction · Methodology