What public Form 5500 filings show about the Penn Mutual Life Insurance Company 401(k) plan — and how to find and check your own account.
Penn Mutual Life Insurance Company (EIN 23-0952300) reports THE PENN MUTUAL RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $564.9M in plan assets across 1,620 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Penn Mutual Life Insurance Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Penn Mutual Life Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL, WILLIS TOWERS WATSON US, CIGNA HEALTH AND LIFE INSURANCE COM, HEALTH ADVOCATE SOLUTIONS, DELTA DENTAL OF PENNSYLVANIA.
