PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PENN MUTUAL LIFE INSURANCE COMPANY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-0952300

PENN MUTUAL LIFE INSURANCE COMPANY

161 WASHINGTON ST, STE 1111 · CONSHOHOCKEN, PA 19428
2159568395
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
2,768
No prior year
Total participants
3,727
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$1.6M
PENN MUTUAL LIFE INS CO EMPLOYEE GROUP HEALTH PLAN
Mixed1,554 covered·5 carriers
Primary: PENN MUTUAL LIFE INSURANCE COMPANY
Plan #521$884K
PENN MUTUAL LIFE INS CO RETIREE GROUP HEALTH PLAN
Fully insured163 covered·3 carriers
Primary: TRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT
Plan #505$0
BUSINESS TRAVEL ACCIDENT
Fully insured1,051 covered·1 carrier
Primary: PENN MUTUAL LIFE INSURANCE COMPANY
Plan #516$0
FIELD ADJUSTMENT PLAN
Unknown0 covered·0 carriers
Plan #520$0
PENN MUTUAL LIFE INS CO SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M40.7%
Life$937K37.7%
Long-term disability$411K16.5%
Vision$120K4.8%
Other$8K0.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PENN MUTUAL LIFE INSURANCE COMPANY
EIN 230952300
L
$937K37.6%232,448
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
H
$443K17.8%11163
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LTD
$411K16.5%121,052
ELIXIR INSURANCE COMPANY
EIN 204308924
H
$323K13.0%11162
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
H
$127K5.1%12495
EYEMED VISION CARE
EIN 430949844
V
$124K5.0%121,554
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
H
$117K4.7%11162
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
Oth
$8K0.3%1129

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMWINSNORTH KINGSTOWN, RITRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT, COMPANION LIFE INSURANCE COMPANY - COLUMBIA, ELIXIR$108K$0$108K42.5%1
PENTRA LLCVILLANOVA, PALIFE INSURANCE COMPANY OF NORTH AMERICA, NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK, EYEMED VISION CARE ON BEHALF OF THE COMBINED INSURANCE CO OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT$59K$7K$66K26.1%2
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK, METROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF THE COMBINED INSURANCE CO OF AMERICA, TRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT$60K$2K$62K24.3%2
WEB TPAIRVING, TXTRANSAMERICA LIFE INSURANCE COMPANY MEDICARE SUPPLEMENT$14K$0$14K5.6%1
GCG FINANCIAL LLCDEERFIELD, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, NEW YORK LIFE GROUP INSURANCE CO. OF NEW YORK$0$4K$4K1.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica