Original filing (PDF)20251015161342NAL0010582146001

PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Name: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY — THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN, Form 5500 (2024)
Creator: PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

Form 5500

FILING_RECEIVED

THE PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY CONSOLIDATED RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

32% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$37.7M

Net assets (EOY)

$37.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

98 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY.

Plan sponsor

Name

PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY

EIN

23-0959220

Address

ONE COMMERCE SQUARE, STE 1200 · 2005 MARKET ST · PHILADELPHIA, PA · 191037008

Phone

(800) 752-9346

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

EISNERAMPER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD	23-1945930	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC FINANCIAL SERVICES GROUP, INC.	25-1435979	—	NONE	$30K	—

Investments

98 direct securities · 2 pooled funds· $34.5M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$12.1M

2 holdings

Bonds / Notes

$11.6M

76 holdings

U.S. Treasuries

$4.7M

8 holdings

Other securities

$4.2M

4 holdings

Common Stock

$1.9M

9 holdings

Corporate Bonds

$109K

1 holding

					% of plan
PRIN CORE PLUS BD SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	$11.0M	$12.1M	32.1%
Vanguard Total Stock Market Index Fund Institutional	Other securities	—	$2.1M	$2.3M	6.2%
U.S. government securities USA Treasury Notes 04.500% Due 11/15/2033	U.S. Treasuries	—	$1.8M	$1.7M	4.5%
Vanguard Total International Stock Index Fund Institutional	Other securities	—	$1.4M	$1.4M	3.6%
U.S. government securities USA Treasury Note 04.250% Due 05/15/2039	U.S. Treasuries	—	$1.2M	$1.1M	3.0%
U.S. government securities USA Treasury Notes 02.500% Due 02/15/2045	U.S. Treasuries	—	$863K	$784K	2.1%
U.S. government securities USA Treasury Notes 02.250% Due 02/15/2052	U.S. Treasuries	—	$724K	$643K	1.7%
Bank of America Corp CALL 04/23/39@ 100 VAR% 04/23/2040 RATING: A1	Common Stock	—	$340K	$323K	0.9%
Johnson & Johnson CALL 09/01/2035@ 100 000 UNSC 03 550% DUE 03/01/2036 RATING: AAA	Bonds / Notes	—	$339K	$323K	0.9%
Wells Fargo & Company CALL 04/24/2033 UNSC VAR% DUE 04/24/2034 RATING: A1	Other securities	—	$328K	$316K	0.8%
Apple Inc UNSC 03 850% DUE 05/04/2043 RATING:AAA	Bonds / Notes	—	$242K	$228K	0.6%
American Honda Finance UNSC 04 900% DUE 07/09/2027 RATING:A3	Bonds / Notes	—	$228K	$226K	0.6%
Realty Income Corp CALL 11/15/2031 UNSC 02 700% DUE 02/15/2032 RATING: A3	Bonds / Notes	—	$229K	$225K	0.6%
U.S. government securities USA Treasury Notes 01.625% Due 02/15/2026	U.S. Treasuries	—	$223K	$223K	0.6%
Midamerican Energy Co CALL 02/01/2048 MORT 03 650% DUE 08/01/2048 RATING: AA2	Bonds / Notes	—	$236K	$222K	0.6%
HSBC Holdings PLC UNSEC SEDOL BNHS0F2 ISIN US404280CT42 VAR% DUE 05/24/2032 RATING: A3	Common Stock	—	$226K	$221K	0.6%
Oracle Corp CALL 10/01/2039 UNSC 03 600% DUE 04/01/2040 RATING: BAA2	Bonds / Notes	—	$224K	$219K	0.6%
Conocophillips NOTES 06 500% DUE 02/01/2039 RATING: A2	Bonds / Notes	—	$229K	$219K	0.6%
Citigroup Inc CALL 06/11/2034 UNSC VAR% DUE 06/11/2035 RATING: A3	Common Stock	—	$226K	$218K	0.6%
Pepsico Inc UNSC 05 500% DUE 01/15/2040 RATING: A1	Bonds / Notes	—	$229K	$218K	0.6%
T-Mobile Usa Inc CALL 10/15/2039 04 375% DUE 04/15/2040 RATING: BM2	Bonds / Notes	—	$225K	$217K	0.6%
Metlife Inc NOTES 05 700% DUE 06/15/2035 RATING: A3	Bonds / Notes	—	$225K	$216K	0.6%
Goldman Sachs Group Inc UNSEC CALL 07/21/2041@ 100 VAR% DUE 07/21/2042 RATING: A2	Common Stock	—	$228K	$215K	0.6%
AEP Transmission Co LLC CALL 09/15/2052UNSC 05 400%DUE 03/15/2053 RATING: A2	Bonds / Notes	—	$230K	$214K	0.6%
Burlingtn North Santa Fe CALL 10/01/2044@ 100 000 UNSC 04 150% DUE 04/01/2045 RATING: A2	Bonds / Notes	—	$226K	$214K	0.6%
Berkshire Hathaway Fin GTD 04 400% DUE 05/15/2042 RATING: M2	Bonds / Notes	—	$224K	$214K	0.6%
JP Morgan Chase & Co CALL 7/24/37@ 100 VAR% DUE 07/24/2038 RATING: A1	Common Stock	—	$223K	$213K	0.6%
CSX Corp CALL 09/15/2043 UNSC 04 100% DUE 03/15/2044 RATING: A3	Bonds / Notes	—	$226K	$213K	0.6%
San Diego G & E CALL 02/15/2051 02 950% DUE 08/15/2051 RATING: A1	Bonds / Notes	—	$231K	$212K	0.6%
Walt Disney Company THE COGT 06 650% DUE 11/15/2037 RATING: A2	Bonds / Notes	—	$222K	$212K	0.6%
Pfizer Investment 05 300% DUE 05/19/2053 RATING: A2	Bonds / Notes	—	$229K	$211K	0.6%
Verizon Communications UNSC 05 250% DUE 03/16/2037 RATING: BAA1	Bonds / Notes	—	$220K	$210K	0.6%
Walmart Inc CALL 03/22/2041 UNSC 02 500% DUE 09/22/2041 RATING: AA2	Bonds / Notes	—	$221K	$207K	0.5%
Banco Santander Sa US05964HBF10 05 365% DUE 07/15/2028 RATING: A2	Bonds / Notes	—	$204K	$201K	0.5%
United Health Group Inc CALL 08/15/2052 UNSC 05 875% DUE 02/15/2053 RATING: A2	Bonds / Notes	—	$217K	$201K	0.5%
Commonwealth Edison Co CALL 12/01/2053 MORT 05 650% DUE 06/01/2054 RATING: A1	Bonds / Notes	—	$210K	$197K	0.5%
BP Cap Markets America CALL 01/10/2034 COGT 04 989% DUE 04/10/2034 RATING: A1	Bonds / Notes	—	$203K	$195K	0.5%
Merck & Co Inc CALL 03/15/2042 UNSC 03 600% DUE 09/15/2042 RATING:AA3	Bonds / Notes	—	$208K	$194K	0.5%
Us Bancorp CALL 02/01/2033 UNSC VAR% DUE 02/01/2034 RATING: A3	Common Stock	—	$197K	$191K	0.5%
Shell International Fin NOTES 06 375% DUE 12/15/2038 RATING: M2	Bonds / Notes	—	$201K	$190K	0.5%
Gilead Sciences Inc UNSC 04 600% DUE 09/01/2035 RATING: A3	Bonds / Notes	—	$196K	$189K	0.5%
Union Pacific Corp CALL 08/05/2069 UNSC 03 750% DUE 02/05/2070 RATING: A3	Bonds / Notes	—	$206K	$183K	0.5%
Truist Financial Corporation CALL 06/07/2028 @ 100 VAR% DUE 06/07/2029 RATING: BAA1	Common Stock	—	$180K	$180K	0.5%
Bristol-Myers Squibb Co CALL 12/22/2030 UNSC 05 100% DUE 02/22/2031 RATING: A2	Bonds / Notes	—	$176K	$171K	0.5%
Comcast Corp CALL 09/01/2037 UNSC 03 900% DUE 03/01/2038 RATING: A3	Bonds / Notes	—	$177K	$168K	0.4%
JP Morgan Chase & Co CALL 04/22/50@ 100 VAR% DUE 04/22/2051 RATING: A1	Common Stock	—	$181K	$165K	0.4%
Exxon Mobil Corporation CALL 09/01/2045@ 100 000 UNSC 04 114% DUE 03/01/2046 RATING: AA2	Bonds / Notes	—	$174K	$162K	0.4%
Honeywell International CALL 12/01/2034 UNSC 05 000% DUE 03/01/2035 RATING: A2	Bonds / Notes	—	$170K	$162K	0.4%
Cisco Systems Inc NTS 05 500% DUE 01/15/2040 RATING: A1	Bonds / Notes	—	$169K	$161K	0.4%
Morgan Stanley CALL 4/22/38@ 100 VAR% DUE 04/22/2039 RATING: A1	Other securities	—	$170K	$161K	0.4%

1–50 of 100

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