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PENN MUTUAL LIFE INSURANCE COMPANY

EIN 23-0952300-investment management-Latest filing 2025
Plans
9
Retirement
4
$652.4M assets
Welfare
5
$2.5M premiums
Participants
7,725
161 WASHINGTON ST, STE 1111 - CONSHOHOCKEN, PA 19428215-956-8395LinkedIn1-10 employeesinvestment management
Plans on this EIN
9 filings
#008401k-$489.8M - 1,756 part#003ProfitSharing-$84.5M - 1,175 part#013401k-$75.1M - 1,067 part#010TraditionalDB-$3.0M - 0 part#502Mixed-$1.6M - 1,554 lives#521Fully Insured-$884K - 163 lives#505Fully Insured-1,051 lives#516Unknown-0 lives#520Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $652.4M assets / 3,998 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • RETIREMENT & Savings (#008)75%
  • AGENTS' RETIREMENT PLAN (#003)13%
  • MUTUAL AGENTS' 401(K) (#013)12%
  • MUTUAL RETIREMENT PLAN (#010)0%
Total $652.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & Savings (#008)1,756
  • AGENTS' RETIREMENT PLAN (#003)1,175
  • MUTUAL AGENTS' 401(K) (#013)1,067
Total 3,998Click row to drill in

Benefits portfolio analytics

5 plans / $2.5M premiums / 2,768 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Life$937K
  • Long-term disability$411K
  • Vision$120K
  • Other$8K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • PENN MUTUAL LIFE INSURANCE COMPANY38%
  • TRANSAMERICA LIFE INSURANCE COMPANY18%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • ELIXIR INSURANCE COMPANY13%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • +3 more
Total $2.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • AMWINS42%
  • PENTRA LLC26%
  • MERCER HEALTH AND BENEFITS, LLC24%
  • WEB TPA6%
  • GCG FINANCIAL LLC2%
Total $254K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

THE PENN MUTUAL RETIREMENT & SAVINGS PLAN

401k

Assets$489.8M
Participants1,756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PENN MUTUAL AGENTS' RETIREMENT PLAN

ProfitSharing

Assets$84.5M
Participants1,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

PENN MUTUAL AGENTS' 401(K) PLAN

401k

Assets$75.1M
Participants1,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

PENN MUTUAL RETIREMENT PLAN

TraditionalDB

Assets$3.0M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PENN MUTUAL LIFE INS CO EMPLOYEE GROUP HEALTH PLAN

Mixed - PENN MUTUAL LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

PENN MUTUAL LIFE INS CO RETIREE GROUP HEALTH PLAN

Fully Insured - TRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT

Premiums$884K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BUSINESS TRAVEL ACCIDENT

Fully Insured - PENN MUTUAL LIFE INSURANCE COMPANY

Premiums$0
Covered lives1,051
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

FIELD ADJUSTMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

PENN MUTUAL LIFE INS CO SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
008THE PENN MUTUAL RETIREMENT & SAVINGS PLAN401k$489.8M1,7562024
003PENN MUTUAL AGENTS' RETIREMENT PLANProfitSharing$84.5M1,1752024
013PENN MUTUAL AGENTS' 401(K) PLAN401k$75.1M1,0672024
010PENN MUTUAL RETIREMENT PLANTraditionalDB$3.0M02024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PENN MUTUAL LIFE INS CO EMPLOYEE GROUP HEALTH PLANMixedPENN MUTUAL LIFE INSURANCE COMPANY$1.6M1,5542025
521PENN MUTUAL LIFE INS CO RETIREE GROUP HEALTH PLANFully InsuredTRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT$884K1632025
505BUSINESS TRAVEL ACCIDENTFully InsuredPENN MUTUAL LIFE INSURANCE COMPANY$01,0512025
516FIELD ADJUSTMENT PLANUnknown-$002025
520PENN MUTUAL LIFE INS CO SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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