PENN MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : PENN MUTUAL AGENTS 401K PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $16,426,960 |
| Total of all expenses incurred | 2023-12-31 | $9,038,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $8,994,588 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $-12,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $4,470,679 |
| Value of total assets at end of year | 2023-12-31 | $74,667,424 |
| Value of total assets at beginning of year | 2023-12-31 | $67,278,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $55,665 |
| Total interest from all sources | 2023-12-31 | $27,329 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,302,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,302,907 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $3,818,339 |
| Participant contributions at end of year | 2023-12-31 | $646,091 |
| Participant contributions at beginning of year | 2023-12-31 | $607,623 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $45,616 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $10,644 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $80,556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $7,388,941 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $74,667,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $67,278,483 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $63,267,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $55,206,345 |
| Interest on participant loans | 2023-12-31 | $27,329 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $10,743,465 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $11,383,959 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $9,271,621 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,354,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $606,724 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $8,994,588 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2023-12-31 | 521446779 |
| Total income from all sources (including contributions) | 2023-01-01 | $16,426,960 |
| Total of all expenses incurred | 2023-01-01 | $9,038,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $8,994,588 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $-12,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $4,470,679 |
| Value of total assets at end of year | 2023-01-01 | $74,667,424 |
| Value of total assets at beginning of year | 2023-01-01 | $67,278,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $55,665 |
| Total interest from all sources | 2023-01-01 | $27,329 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,302,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,302,907 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $3,818,339 |
| Participant contributions at end of year | 2023-01-01 | $646,091 |
| Participant contributions at beginning of year | 2023-01-01 | $607,623 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $45,616 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $10,644 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $80,556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $7,388,941 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $74,667,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $67,278,483 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $63,267,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $55,206,345 |
| Interest on participant loans | 2023-01-01 | $27,329 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $10,743,465 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $11,383,959 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $9,271,621 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,354,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $606,724 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $8,994,588 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2023-01-01 | 521446779 |
| 2022 : PENN MUTUAL AGENTS 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-7,327,280 |
| Total of all expenses incurred | 2022-12-31 | $7,084,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,025,077 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,010,109 |
| Value of total assets at end of year | 2022-12-31 | $67,278,483 |
| Value of total assets at beginning of year | 2022-12-31 | $81,690,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,522 |
| Total interest from all sources | 2022-12-31 | $23,023 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,046,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,046,322 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $3,770,929 |
| Participant contributions at end of year | 2022-12-31 | $607,623 |
| Participant contributions at beginning of year | 2022-12-31 | $669,205 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $500,749 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $80,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $16,779 |
| Administrative expenses (other) incurred | 2022-12-31 | $58,522 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-14,412,259 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $67,278,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $81,690,742 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $55,206,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $71,307,296 |
| Interest on participant loans | 2022-12-31 | $23,023 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,383,959 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $9,697,462 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-12,364,677 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,042,057 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $738,431 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,025,077 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2022-12-31 | 521446779 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,327,280 |
| Total of all expenses incurred | 2022-01-01 | $7,084,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $7,025,077 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $5,010,109 |
| Value of total assets at end of year | 2022-01-01 | $67,278,483 |
| Value of total assets at beginning of year | 2022-01-01 | $81,690,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $58,522 |
| Total interest from all sources | 2022-01-01 | $23,023 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,046,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,046,322 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $3,770,929 |
| Participant contributions at end of year | 2022-01-01 | $607,623 |
| Participant contributions at beginning of year | 2022-01-01 | $669,205 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $500,749 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $80,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $16,779 |
| Administrative expenses (other) incurred | 2022-01-01 | $58,522 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-14,412,259 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $67,278,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $81,690,742 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $55,206,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $71,307,296 |
| Interest on participant loans | 2022-01-01 | $23,023 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $11,383,959 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $9,697,462 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-12,364,677 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-1,042,057 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $738,431 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $7,025,077 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2022-01-01 | 521446779 |
| 2021 : PENN MUTUAL AGENTS 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $16,523,495 |
| Total of all expenses incurred | 2021-12-31 | $4,325,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,301,702 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-38,906 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,430,741 |
| Value of total assets at end of year | 2021-12-31 | $81,690,742 |
| Value of total assets at beginning of year | 2021-12-31 | $69,492,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $62,907 |
| Total interest from all sources | 2021-12-31 | $26,215 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,198,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,198,374 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,799,590 |
| Participant contributions at end of year | 2021-12-31 | $669,205 |
| Participant contributions at beginning of year | 2021-12-31 | $681,233 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $115,342 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $16,779 |
| Administrative expenses (other) incurred | 2021-12-31 | $62,507 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $12,197,792 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $81,690,742 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $69,492,950 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $400 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $71,307,296 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $60,232,861 |
| Interest on participant loans | 2021-12-31 | $26,215 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $9,697,462 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $8,578,856 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,377,389 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,490,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $515,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,301,702 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2021-12-31 | 521446779 |
| 2020 : PENN MUTUAL AGENTS 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $16,898,389 |
| Total of all expenses incurred | 2020-12-31 | $8,876,107 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,781,449 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $26,462 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,100,005 |
| Value of total assets at end of year | 2020-12-31 | $69,492,950 |
| Value of total assets at beginning of year | 2020-12-31 | $61,470,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $68,196 |
| Total interest from all sources | 2020-12-31 | $34,618 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $948,686 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $948,686 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,573,100 |
| Participant contributions at end of year | 2020-12-31 | $681,233 |
| Participant contributions at beginning of year | 2020-12-31 | $887,579 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,846,426 |
| Administrative expenses (other) incurred | 2020-12-31 | $68,196 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $8,022,282 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $69,492,950 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $61,470,668 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $60,232,861 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $52,611,571 |
| Interest on participant loans | 2020-12-31 | $34,618 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $8,578,856 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $7,971,518 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,905,460 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $909,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $680,479 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,781,449 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2020-12-31 | 521446779 |
| 2019 : PENN MUTUAL AGENTS 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $16,428,631 |
| Total of all expenses incurred | 2019-12-31 | $5,609,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,536,939 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,037 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,495,961 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,495,961 |
| Value of total assets at end of year | 2019-12-31 | $61,470,668 |
| Value of total assets at end of year | 2019-12-31 | $61,470,668 |
| Value of total assets at beginning of year | 2019-12-31 | $50,651,106 |
| Value of total assets at beginning of year | 2019-12-31 | $50,651,106 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,093 |
| Total interest from all sources | 2019-12-31 | $43,924 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,008,582 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,008,582 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,548,973 |
| Contributions received from participants | 2019-12-31 | $3,548,973 |
| Participant contributions at end of year | 2019-12-31 | $887,579 |
| Participant contributions at end of year | 2019-12-31 | $887,579 |
| Participant contributions at beginning of year | 2019-12-31 | $971,273 |
| Participant contributions at beginning of year | 2019-12-31 | $971,273 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $166,571 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $166,571 |
| Other income not declared elsewhere | 2019-12-31 | $31,374 |
| Administrative expenses (other) incurred | 2019-12-31 | $69,093 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $10,819,562 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,470,668 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,470,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $50,651,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $50,651,106 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $52,611,571 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $52,611,571 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $43,331,718 |
| Interest on participant loans | 2019-12-31 | $43,924 |
| Interest on participant loans | 2019-12-31 | $43,924 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,971,518 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,971,518 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,348,115 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,348,115 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,989,544 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $859,246 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $780,417 |
| Contributions received in cash from employer | 2019-12-31 | $780,417 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,536,939 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2019-12-31 | 521446779 |
| Accountancy firm EIN | 2019-12-31 | 521446779 |
| 2018 : PENN MUTUAL AGENTS 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $4,051,525 |
| Total of all expenses incurred | 2018-12-31 | $6,042,226 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,984,131 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-18,697 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,647,630 |
| Value of total assets at end of year | 2018-12-31 | $50,651,106 |
| Value of total assets at beginning of year | 2018-12-31 | $52,641,807 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $76,792 |
| Total interest from all sources | 2018-12-31 | $30,547 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $906,308 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $906,308 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,416,971 |
| Participant contributions at end of year | 2018-12-31 | $971,273 |
| Participant contributions at beginning of year | 2018-12-31 | $815,165 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,344,224 |
| Administrative expenses (other) incurred | 2018-12-31 | $76,792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,990,701 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $50,651,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,641,807 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $43,331,718 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $46,016,952 |
| Interest on participant loans | 2018-12-31 | $30,547 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $6,348,115 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $5,809,690 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,502,043 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-30,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $886,435 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,984,131 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2018-12-31 | 521446779 |
| 2017 : PENN MUTUAL AGENTS 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $12,622,034 |
| Total of all expenses incurred | 2017-12-31 | $4,819,519 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,803,294 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-40,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,896,006 |
| Value of total assets at end of year | 2017-12-31 | $52,641,807 |
| Value of total assets at beginning of year | 2017-12-31 | $44,839,292 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,891 |
| Total interest from all sources | 2017-12-31 | $34,352 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $947,246 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $947,246 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,331,518 |
| Participant contributions at end of year | 2017-12-31 | $815,165 |
| Participant contributions at beginning of year | 2017-12-31 | $874,369 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $685,322 |
| Administrative expenses (other) incurred | 2017-12-31 | $56,891 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $7,802,515 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $52,641,807 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $44,839,292 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $46,016,952 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,197,349 |
| Interest on participant loans | 2017-12-31 | $34,352 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $5,809,690 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,767,574 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,259,825 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $484,605 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $879,166 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,803,294 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | JOHNSON LAMBERT LLP |
| Accountancy firm EIN | 2017-12-31 | 521446779 |
| 2016 : PENN MUTUAL AGENTS 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,828,091 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,286,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,168,469 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $32,001 |
| Value of total corrective distributions | 2016-12-31 | $4,050 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,827,825 |
| Value of total assets at end of year | 2016-12-31 | $44,839,292 |
| Value of total assets at beginning of year | 2016-12-31 | $40,297,820 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $82,099 |
| Total interest from all sources | 2016-12-31 | $29,561 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,448,141 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,448,141 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,231,126 |
| Participant contributions at end of year | 2016-12-31 | $874,369 |
| Participant contributions at beginning of year | 2016-12-31 | $765,769 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $822,072 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $82,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $4,541,472 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $44,839,292 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,297,820 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,197,349 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $35,845,782 |
| Interest on participant loans | 2016-12-31 | $29,561 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,767,574 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,666,010 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,236,429 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $286,135 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $774,627 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $20,259 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,168,469 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | JOHNSON LAMBERT, LLP |
| Accountancy firm EIN | 2016-12-31 | 521446779 |
| 2015 : PENN MUTUAL AGENTS 401K PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $4,329,662 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,443,202 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,407,145 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-27,607 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,815,831 |
| Value of total assets at end of year | 2015-12-31 | $40,297,820 |
| Value of total assets at beginning of year | 2015-12-31 | $38,411,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $63,664 |
| Total interest from all sources | 2015-12-31 | $26,880 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $827,203 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $827,203 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,163,591 |
| Participant contributions at end of year | 2015-12-31 | $765,769 |
| Participant contributions at beginning of year | 2015-12-31 | $664,402 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $220,347 |
| Administrative expenses (other) incurred | 2015-12-31 | $63,664 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,886,460 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $40,297,820 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $38,411,360 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $35,845,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,792,026 |
| Interest on participant loans | 2015-12-31 | $26,880 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,666,010 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,954,932 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-349,216 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $8,964 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $431,893 |
| Employer contributions (assets) at end of year | 2015-12-31 | $20,259 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,407,145 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | JOHNSON LAMBERT, LLP |
| Accountancy firm EIN | 2015-12-31 | 521446779 |
| 2014 : PENN MUTUAL AGENTS 401K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,402,260 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,226,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,179,447 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-2,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,577,677 |
| Value of total assets at end of year | 2014-12-31 | $38,411,360 |
| Value of total assets at beginning of year | 2014-12-31 | $34,235,303 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $48,807 |
| Total interest from all sources | 2014-12-31 | $25,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $568,807 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $568,807 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,786,264 |
| Participant contributions at end of year | 2014-12-31 | $664,402 |
| Participant contributions at beginning of year | 2014-12-31 | $797,783 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $162,990 |
| Administrative expenses (other) incurred | 2014-12-31 | $48,807 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $4,176,057 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $38,411,360 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,235,303 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,792,026 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $29,742,403 |
| Interest on participant loans | 2014-12-31 | $25,187 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,954,932 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,665,673 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,046,674 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $183,915 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $628,423 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $29,444 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,179,447 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | JOHNSON LAMBERT,LLP |
| Accountancy firm EIN | 2014-12-31 | 521446779 |
| 2013 : PENN MUTUAL AGENTS 401K PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $943 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,844,085 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,683,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,506,499 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $115,074 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,391,011 |
| Value of total assets at end of year | 2013-12-31 | $34,235,303 |
| Value of total assets at beginning of year | 2013-12-31 | $28,075,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $62,151 |
| Total interest from all sources | 2013-12-31 | $26,703 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $336,458 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $336,458 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,659,017 |
| Participant contributions at end of year | 2013-12-31 | $797,783 |
| Participant contributions at beginning of year | 2013-12-31 | $870,004 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $49,724 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $943 |
| Other income not declared elsewhere | 2013-12-31 | $0 |
| Administrative expenses (other) incurred | 2013-12-31 | $62,151 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $6,160,361 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,235,303 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,074,942 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $29,742,403 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,526,148 |
| Interest on participant loans | 2013-12-31 | $26,703 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,665,673 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,642,843 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,828,363 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $261,550 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $682,270 |
| Employer contributions (assets) at end of year | 2013-12-31 | $29,444 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $36,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,506,499 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | JOHNSON LAMBERT, LLP |
| Accountancy firm EIN | 2013-12-31 | 521446779 |
| 2012 : PENN MUTUAL AGENTS 401K PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $943 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $6,580,476 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $4,593,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,517,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,363,909 |
| Value of total assets at end of year | 2012-12-31 | $28,075,885 |
| Value of total assets at beginning of year | 2012-12-31 | $26,087,623 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $75,946 |
| Total interest from all sources | 2012-12-31 | $32,231 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,702,704 |
| Participant contributions at end of year | 2012-12-31 | $870,004 |
| Participant contributions at beginning of year | 2012-12-31 | $817,216 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $943 |
| Administrative expenses (other) incurred | 2012-12-31 | $75,946 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,987,319 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $28,074,942 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,087,623 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,526,148 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,152,075 |
| Interest on participant loans | 2012-12-31 | $32,231 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,642,843 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,084,569 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,000,249 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $184,087 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $661,205 |
| Employer contributions (assets) at end of year | 2012-12-31 | $36,890 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $33,763 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,517,211 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | JOHNSON LAMBERT, LLP |
| Accountancy firm EIN | 2012-12-31 | 521446779 |
| 2011 : PENN MUTUAL AGENTS 401K PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $3,265,652 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,400,166 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,342,480 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,219,789 |
| Value of total assets at end of year | 2011-12-31 | $26,087,623 |
| Value of total assets at beginning of year | 2011-12-31 | $25,222,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $57,686 |
| Total interest from all sources | 2011-12-31 | $41,486 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,627,954 |
| Participant contributions at end of year | 2011-12-31 | $817,216 |
| Participant contributions at beginning of year | 2011-12-31 | $866,601 |
| Participant contributions at beginning of year | 2011-12-31 | $32,497 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,427,253 |
| Administrative expenses (other) incurred | 2011-12-31 | $57,686 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $865,486 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,087,623 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $25,222,137 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,548,624 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,718,963 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $15,603,451 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $15,888,084 |
| Interest on participant loans | 2011-12-31 | $41,486 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,084,569 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,246,706 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-145,557 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $58,344 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $91,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $591,835 |
| Employer contributions (assets) at end of year | 2011-12-31 | $33,763 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $42,033 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,342,480 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | PRICE WATERHOUSE COOPERS LLC |
| Accountancy firm EIN | 2011-12-31 | 134008324 |
| 2010 : PENN MUTUAL AGENTS 401K PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,763,120 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $2,133,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,062,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,732,842 |
| Value of total assets at end of year | 2010-12-31 | $25,222,137 |
| Value of total assets at beginning of year | 2010-12-31 | $21,592,759 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $71,002 |
| Total interest from all sources | 2010-12-31 | $21,783 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,232,605 |
| Participant contributions at end of year | 2010-12-31 | $866,601 |
| Participant contributions at beginning of year | 2010-12-31 | $908,358 |
| Participant contributions at end of year | 2010-12-31 | $32,497 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,427,253 |
| Administrative expenses (other) incurred | 2010-12-31 | $71,002 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $3,629,378 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $25,222,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,592,759 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,718,963 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $880,813 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $15,888,084 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $16,741,726 |
| Interest on participant loans | 2010-12-31 | $21,783 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,246,706 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,037,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $165,876 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,693,798 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $148,821 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $500,237 |
| Employer contributions (assets) at end of year | 2010-12-31 | $42,033 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $24,253 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,062,740 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | PRICE WATERHOUSE COOPERS LLC |
| Accountancy firm EIN | 2010-12-31 | 134008324 |
| 2009 : PENN MUTUAL AGENTS 401K PLAN 2009 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
