Filings through .
Penn Mutual Life Insurance Co.
Matched across 41 name variants in the filings
Penn Mutual Life Insurance Co. summary
Penn Mutual Life Insurance Co. appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $400M in assets for 7,810 participants. The median client plan holds $12.1M. Most client plans are sponsored in FL, PA and NJ. The largest clients by plan assets are Fred Beans Ford, Inc., Seats Incorporated and National Retail Systems, Inc.. Plans reported $466K in direct and indirect compensation paid to Penn Mutual Life Insurance Co.. The median is $20K per plan.
- Participants
- 7,810
- Median plan assets
- $12.1M
- Median plan participants
- 226
- Median fees per plan
- $20K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Fred Beans Ford, Inc. | PA | $141M | 3,053 |
| Seats Incorporated | WI | $49.7M | 880 |
| National Retail Systems, Inc. | NJ | $47.3M | 861 |
| GFP Real Estate, LLC | NY | $26.4M | 121 |
| Mintzer, Sarowitz, Zeris & Willis, PLLC | PA | $24.5M | 196 |
| US Century Bank | FL | $19.6M | 226 |
| Asembia, LLC | NJ | $19.1M | 470 |
| RGH Automotive, LLC | PA | $15.2M | 291 |
| Habberstad Motorsport, Inc. | NY | $12.1M | 277 |
| Jolt Credit Union | MI | $9.1M | 121 |
| Advocap, Inc. | WI | $8.7M | 251 |
| Keystone Folding Box Co. | NJ | $8.4M | 155 |
| Magnum Construction Management | FL | $7.2M | 137 |
| Advenir Living, LLC | FL | $6.3M | 395 |
| River Healthcare, Inc. Dba Prime Occupational Medicine | LA | $3.6M | 192 |
| Good Family Support Services | PA | $1.3M | 184 |
| Electric Supply of Tampa, Inc. | FL | $0 | 0 |
- PAParticipants 3,053
- Seats Incorporated$49.7MWIParticipants 880
- NJParticipants 861
- GFP Real Estate, LLC$26.4MNYParticipants 121
- PAParticipants 196
- US Century Bank$19.6MFLParticipants 226
- Asembia, LLC$19.1MNJParticipants 470
- RGH Automotive, LLC$15.2MPAParticipants 291
- NYParticipants 277
- Jolt Credit Union$9.1MMIParticipants 121
- Advocap, Inc.$8.7MWIParticipants 251
- NJParticipants 155
- FLParticipants 137
- Advenir Living, LLC$6.3MFLParticipants 395
- LAParticipants 192
- PAParticipants 184
- FLParticipants 0
Top client states
- FL4 plans
- PA4 plans
- NJ3 plans
- NY2 plans
- WI2 plans
Frequently asked questions
- Who uses Penn Mutual Life Insurance Co.?
- 17 retirement plans list Penn Mutual Life Insurance Co. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Fred Beans Ford, Inc., Seats Incorporated, National Retail Systems, Inc., GFP Real Estate, LLC and Mintzer, Sarowitz, Zeris & Willis, PLLC. Most client plans are sponsored in FL, PA and NJ.
- How many plans does Penn Mutual Life Insurance Co. serve?
- Penn Mutual Life Insurance Co. serves 17 retirement plans with $400M in plan assets and 7,810 participants, based on the latest Form 5500 filings through 2024.
- What does Penn Mutual Life Insurance Co. charge?
- Plans reported $466K in total Schedule C compensation paid to Penn Mutual Life Insurance Co.. The median plan paid $20K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17-1 YoYRank #804 of mapped providers
Assets under administration$400M0.0%Rank #4499 by share of filed assets
Fees received$465,597Median $19,804/planSum across Schedule C direct + indirect
Net wins YoY+14 won - 3 lostPlan-level switch detection
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