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Original filing (PDF)20250930092223NAL0005410323001
ERIE INDEMNITY COMPANY
Form 5500
FILING_RECEIVED
ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
6,740
Accounts w/ balance
—
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIE INDEMNITY COMPANY.
Plan sponsor
Name
ERIE INDEMNITY COMPANY
EIN
25-0466020
Address
100 ERIE INSURANCE PLACE · ERIE, PA · 165300001
Phone
(814) 870-2000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCGILL POWER BELL & ASSOC LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST INST OPS CO, INC. | 04-2647786 | — | NONE | $0 | — |
| FIDELITY INSTIT ASSET MGT TRUST CO | 20-4659714 | — | NONE | $0 | — |
Investments
5 pooled funds· $683.9M(66% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM LONG US TREASURY STRIPS COMMIN FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | $369.4M | 35.6% |
| FIAM LONG DURATION COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 053 | Common Collective Trust | $259.8M | 25.0% |
| FIAM EMERGING MARKETS COMMINGLED PO FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 032 | Common Collective Trust | $28.1M | 2.7% |
| FIAM SELECT INTERNATIONAL SMALL CA FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 036 | Common Collective Trust | $16.2M | 1.6% |
| FIAM SMALL CAPITALIZATION CORE COM FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | $10.4M | 1.0% |