PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY
Sponsor portfolioTH

PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY

EIN 23-0961349-Finance and Insurance-Latest filing 2024
Plans
7
Retirement
2
$429.7M assets
Welfare
5
$1.7M premiums
Participants
5,374
P.O. BOX 2361 - HARRISBURG, PA 171052361717-255-6881
Plans on this EIN
7 filings
#002401k-$217.6M - 992 part#001TraditionalDB-$212.1M - 1,072 part#512Mixed-$1.6M - 801 lives#510Fully Insured-$177K - 43 lives#504Self Funded-0 lives#506Self Funded-0 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $429.7M assets / 2,064 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(K) RETIREMENT Savings (#002)51%
  • ITS AFFILIATED COMPANIES (#001)49%
Total $429.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE51%
  • (Not disclosed)49%
Total $429.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ITS AFFILIATED COMPANIES (#001)1,072
  • 401(K) RETIREMENT Savings (#002)992
Total 2,064Click row to drill in

Benefits portfolio analytics

5 plans / $1.7M premiums / 844 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$679K
  • Life$458K
  • Long-term disability$198K
  • Prescription drug$177K
  • Vision$156K
  • Health$89K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • AVALON INSURANCE COMPANY44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA41%
  • VISION SERVICE PLAN9%
  • KEYSTONE HEALTH PLAN EAST4%
  • BLUE CROSS OF CALIFORNIA1%
Total $1.7M5 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 NATIONAL INSURANCE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$217.6M
Participants992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES

TraditionalDB

Assets$212.1M
Participants1,072
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES HEALTH AND WELFARE PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$1.6M
Covered lives801
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES RETIREE MEDICAL PLAN

Fully Insured - AVALON INSURANCE COMPANY

Premiums$177K
Covered lives43
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SEVERANCE PLAN FOR THE EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FLEXIBLE BENEFITS PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

EMPLOYEE ASSISTANCE PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PENN NATIONAL INSURANCE 401(K) RETIREMENT SAVINGS PLAN401k$217.6M9922024
001REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIESTraditionalDB$212.1M1,0722024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
512PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES HEALTH AND WELFARE PLANMixedAVALON INSURANCE COMPANY$1.6M8012024
510PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES RETIREE MEDICAL PLANFully InsuredAVALON INSURANCE COMPANY$177K432024
504SEVERANCE PLAN FOR THE EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIESSelf Funded-$002024
506FLEXIBLE BENEFITS PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIESSelf Funded-$002024
511EMPLOYEE ASSISTANCE PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIESSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica