Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY
EIN 23-0959220insuranceLatest filing 2025
Plans
3
Retirement
2
$84.1M assets
Welfare
1
$2.5M premiums
Participants
786
ONE COMMERCE SQUARE, 2005 MARKET STREET - PHILADELPHIA, PA 191037008800-752-1895plmins.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $84.1M assets / 548 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 292 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.0M
- Life$250K
- Long-term disability$250K
- Other$250K
- Dental$117K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- HARTFORD LIFE AND ACCIDENT10%
- UNITED CONCORDIA INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLM SAVINGS PLAN
401k
Assets$46.4M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN
TraditionalDB
Assets$37.7M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.5M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLM SAVINGS PLAN | 401k | $46.4M | 268 | 2025 | |
| 003 | THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN | TraditionalDB | $37.7M | 280 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.5M | 292 | 2025 |
Retirement plans
Welfare plans