AUMdb

Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies

Sponsored by Pennsylvania National Mutual Casualty Insurance Company · EIN 230961349 · Plan #001

Total assets
$212M
Net assets
$212M
Active participants
275
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Conning Asset Management Investment advisory (plan), Direct payment from the plan $328,263
Conrad Siegel Actuarial, Recordkeeping, Consulting (pension) $61,868
Fifth Third Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $40,772
Manufacturers And Trust Co Trustee (institutional), Investment advisory (plan), Direct payment from the plan $5,206
Federated Hermes Inc. Investment management, Investment management fees (indirect) $0