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  2. PENN ENGINEERING & MFG. CORP.
Sponsor portfolio

PENN ENGINEERING & MFG. CORP.

EIN 23-0951065-machinery-Latest filing 2025
Plans
5
Retirement
2
$183.4M assets
Welfare
3
$2.1M premiums
Participants
4,697
5190 OLD EASTON ROAD - DANBORO, PA 18916215-766-8853penntoolgroup.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
5 filings
#002401k-$164.1M - 1,356 part#001CashBalance-$19.3M - 403 part#501Fully Insured-$1.5M - 1,314 lives#503Fully Insured-$275K - 363 lives#502Fully Insured-$252K - 900 lives

Retirement portfolio analytics

2 plans aggregated / $183.4M assets / 1,759 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PENN ENGINEERING 401(K) (#002)89%
  • PENN ENGINEERING PENSION (#001)11%
Total $183.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • INDEPENDENT FINANCIAL PARTNERS11%
Total $183.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENN ENGINEERING 401(K) (#002)1,356
  • PENN ENGINEERING PENSION (#001)403
Total 1,759Click row to drill in

Benefits portfolio analytics

3 plans / $2.1M premiums / 2,577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$658K
  • Short-term disability$642K
  • Long-term disability$275K
  • Life$252K
  • Other$252K
  • Health$171K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • STANDARD INSURANCE COMPANY57%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • DELTA DENTAL OF CALIFORNIA5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • +1 more
Total $2.1M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PENN ENGINEERING 401(K) PLAN

401k

Assets$164.1M
Participants1,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENN ENGINEERING PENSION PLAN

CashBalance

Assets$19.3M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENN ENGINEERING & MFG. CORP. EMPLOYEE HEALTH PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$1.5M
Covered lives1,314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PENN ENGINEERING & MFG. CORP. DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$275K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PENN ENGINEERING & MFG. CORP. GROUP LIFE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$252K
Covered lives900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PENN ENGINEERING 401(K) PLAN401k$164.1M1,3562024
001PENN ENGINEERING PENSION PLANCashBalance$19.3M4032024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENN ENGINEERING & MFG. CORP. EMPLOYEE HEALTH PLANFully InsuredSTANDARD INSURANCE COMPANY$1.5M1,3142025
503PENN ENGINEERING & MFG. CORP. DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$275K3632025
502PENN ENGINEERING & MFG. CORP. GROUP LIFE PLANFully InsuredSTANDARD INSURANCE COMPANY$252K9002025
Retirement plans
Welfare plans
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