Find an old Pennsylvania National Mutual Casualty Insurance 401(k)

Who to contact about an account in each of the 2 Pennsylvania National Mutual Casualty Insurance plans, from the filings. Free, no sign-up, no Social Security number.

Penn National Insurance 401(k) Retirement Savings Plan

Pennsylvania National Mutual Casualty Insurance Company · Plan 002 · EIN 23-0961349 · Harrisburg, PA

Active · plan year 2024 filing401(k)
Plan administratorPennsylvania National Mutual Casualty Insurance Company
Two North Second Street, Harrisburg, PA 17105-2361
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances151 separated participants still had money in the planForm 5500 ↗

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies

Pennsylvania National Mutual Casualty Insurance Company · Plan 001 · EIN 23-0961349 · Harrisburg, PA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPennsylvania National Mutual Casualty Insurance Company
P.O. Box 2361, Harrisburg, PA 17105-2361
Form 5500 ↗
Recordkeeper (who holds the accounts)Conrad SiegelSchedule C ↗
Former employees with balances101 separated participants still had money in the planForm 5500 ↗

Pennsylvania National Mutual Casualty Insurance 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Pennsylvania National Mutual Casualty Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Pennsylvania National Mutual Casualty Insurance Company, (717) 255-6881. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the Pennsylvania National Mutual Casualty Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (717) 255-6881.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Pennsylvania National Mutual Casualty Insurance and does not hold accounts. Not financial advice. Report a correction