Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PENSKE TRUCK LEASING CO., LP
EIN 23-2518618Real Estate and Rental and LeasingLatest filing 2024
Plans
8
Retirement
7
$2.52B assets
Welfare
1
$28.0M premiums
Participants
101,213
P.O. BOX 563, ROUTE 10 GREEN HILLS - READING, PA 196030563610-775-6000
Retirement portfolio analytics
7 plans aggregated / $2.52B assets / 75,541 participantsParticipants by plan
Active + retired + deferred vested
- +1 more
Benefits portfolio analytics
1 plan / $28.0M premiums / 60,534 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$12.4M
- Life$10.5M
- Other$10.0M
- Health$3.9M
- Dental$1.2M
Carrier market share
Premium dollars by Schedule A carrier
44%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- METROPOLITAN LIFE INSURANCE COMPANY38%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC5%
- AETNA LIFE INSURANCE COMPANY4%
- +2 more
Broker market share
Schedule A broker compensation
94%top
- MERCER HEALTH AND BENEFITS, LLC94%
- ALIGHT SOLUTIONS4%
- MARSH & MCLENNAN AGENCY LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN
401k
Assets$1.35B
Participants19,361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
PENSKE CASH BALANCE BENEFIT PLAN
CashBalance
Assets$668.5M
Participants35,611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
PENSKE LOGISTICS RETIREMENT SAVINGS PLAN
401k
Assets$359.9M
Participants6,503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
PENSKE RETIREMENT SAVINGS PLAN
401k
Assets$142.6M
Participants13,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
PENSKE TRUCK LEASING CO., LP HOURLY PENSION PLAN
TraditionalDB
Assets$3.5M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016
AMI LEASING 401K PLAN
401k
Assets$2.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
PENSKE LOGISTICS 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401k
Assets$213K
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HEALTHCARE AND INCOME PROTECTION PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$28.0M
Covered lives60,534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans7
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN | 401k | $1.35B | 19,361 | 2024 | |
| 014 | PENSKE CASH BALANCE BENEFIT PLAN | CashBalance | $668.5M | 35,611 | 2024 | |
| 010 | PENSKE LOGISTICS RETIREMENT SAVINGS PLAN | 401k | $359.9M | 6,503 | 2024 | |
| 012 | PENSKE RETIREMENT SAVINGS PLAN | 401k | $142.6M | 13,779 | 2024 | |
| 008 | PENSKE TRUCK LEASING CO., LP HOURLY PENSION PLAN | TraditionalDB | $3.5M | 166 | 2024 | |
| 016 | AMI LEASING 401K PLAN | 401k | $2.2M | 31 | 2024 | |
| 011 | PENSKE LOGISTICS 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | 401k | $213K | 90 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HEALTHCARE AND INCOME PROTECTION PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $28.0M | 60,534 | 2024 |
Retirement plans
Welfare plans