Assets by plan
Share of aggregate retirement assets
- PLM Savings (#002)$46.4M
Filings through .
Top hat
Pennsylvania Lumbermens Mutual Insurance Company
EIN 23-0959220insuranceLatest filing 2025
Plans
3
Retirement
2
$83.9M assets
Health & Benefits
1
$2.5M premiums
Participants
780
ONE COMMERCE SQUARE, 2005 MARKET STREET - PHILADELPHIA, PA 191037008800-752-1895plmins.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $83.9M assets / 542 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$46.4M
- PNC BANK, N.A.$37.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 292 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PLM SAVINGS PLAN
401(k)
Assets$46.4M
Participants268
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN
Traditional DB
Assets$37.5M
Participants274
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - INDEPENDENCE BLUE CROSS
Premiums$2.5M
Covered lives292
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PLM SAVINGS PLAN | 401(k) | $46.4M | 268 | 2025 |
| #003 | THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN | Traditional DB | $37.5M | 274 | 2025 |
- PLM SAVINGS PLAN$46.4M#002 · 401(k) · 2025268
- #003 · Traditional DB · 2025274
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EMPLOYEE WELFARE BENEFIT PLAN | Fully insured | INDEPENDENCE BLUE CROSS | $2.5M | 292 | 2025 |
- #501 · Fully insured · INDEPENDENCE BLUE CROSS · 2025292
Retirement plans
Health & Benefits plans