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Original filing (PDF)20250624153853NAL0010155824001
DONEGAL MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
DONEGAL MUTUAL INSURANCE COMPANY 401K PLAN
401(k) retirement plan
Active participants
839
Accounts w/ balance
1,064
Plan assets (EOY)
$198.2M
Net assets (EOY)
$198.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONEGAL MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
DONEGAL MUTUAL INSURANCE COMPANY
EIN
23-1336198
Address
P. O. BOX 302 · 1195 RIVER ROAD · MARIETTA, PA · 17547
Phone
(717) 426-1931
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
2025-06-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $6K | — |
Investments
27 direct securities · 3 pooled funds· $198.2M(100% 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.
Uncategorized
$179.5M
27 holdings
Common Collective Trust
$18.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Equity Growth Z 852,802 Registered Investment Company | — | — | — | $20.3M | 10.2% | |
| Vanguard Institutional Target Retirement 2040 465,190 Registered Investment Company | — | — | — | $20.1M | 10.1% | |
| Fidelity 500 Index Instl Prem 97,901 Registered Investment Company | — | — | — | $20.0M | 10.1% | |
| Vanguard Institutional Target Retirement 2030 423,178 Registered Investment Company | — | — | — | $16.0M | 8.1% | |
| Vanguard Institutional Target Retirement 1,121,691 Registered Investment Company | — | — | — | $14.7M | 7.4% | |
| PUTNAM LG CAP VAL TRUST CL-I PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $10.7M | 5.4% | |
| Vanguard Federal Money Market Fund Investor 9,516,731 Registered Investment Company | — | — | — | $9.5M | 4.8% | |
| T. Rowe Price Small Cap Stock Fund 155,060 Registered Investment Company | — | — | — | $8.7M | 4.4% | |
| T. Rowe Price Mid Cap Value Fund 267,988 Registered Investment Company | — | — | — | $8.5M | 4.3% | |
| Donegal Group Inc. 547,422 Shares of Class A Common Stock ** $ | — | — | — | $8.5M | 4.3% | |
| COLUMBIA TRUST CONTRARIAN CORE 1 COLUMBIA · EIN 87-1809893 / PN 088 | Common Collective Trust | — | — | $6.4M | 3.2% | |
| Neuberger & Berman Genesis R6 92,387 Registered Investment Company | — | — | — | $6.0M | 3.0% | |
| American Funds New Perspective Fund R6 88,735 Registered Investment Company | — | — | — | $5.5M | 2.8% | |
| T. Rowe Price Capital Appreciation Fund 156,447 Registered Investment Company ** $ | — | — | — | $5.4M | 2.7% | |
| Dodge & Cox Inc X 382,503 Registered Investment Company | — | — | — | $4.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2035 185,070 Registered Investment Company | — | — | — | $4.4M | 2.2% | |
| Vanguard Institutional Target Retirement 2045 141,466 Registered Investment Company | — | — | — | $4.2M | 2.1% | |
| Baron Asset Fund R6 41,717 Registered Investment Company | — | — | — | $4.1M | 2.1% | |
| MFS International Diversification R6 172,491 Registered Investment Company | — | — | — | $3.9M | 2.0% | |
| Vanguard Institutional Target Retirement 2050 60,262 Registered Investment Company | — | — | — | $3.0M | 1.5% | |
| Vanguard Institutional Target Retirement 2055 38,908 Registered Investment Company | — | — | — | $2.2M | 1.1% | |
| Fidelity US Bond Index Instl Prem 198,549 Registered Investment Company | — | — | — | $2.0M | 1.0% | |
| Vanguard Institutional Target Retirement 2060 37,979 Registered Investment Company | — | — | — | $1.9M | 1.0% | |
| Vanguard Institutional Target Retirement 2025 97,579 Registered Investment Company | — | — | — | $1.8M | 0.9% | |
| Thornburg Strategic Inc R6 159,650 Registered Investment Company | — | — | — | $1.8M | 0.9% | |
| GALLIARD STABLE RETURN C SEI · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| Vanguard Institutional Target Retirement 2065 27,978 Registered Investment Company | — | — | — | $941K | 0.5% | |
| Donegal Group Inc. 52,352 Shares of Class B Common Stock | — | — | — | $739K | 0.4% | |
| Vanguard Institutional Target Retirement 2020 12,207 Registered Investment Company | — | — | — | $323K | 0.2% | |
| Vanguard Institutional Target Retirement 2070 466 Registered Investment Company | — | — | — | $12K | <0.1% |