?>
Logo

ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 401k Plan overview

Plan NameERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES
Plan identification number 001

ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ERIE INDEMNITY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ERIE INDEMNITY COMPANY
Employer identification number (EIN):250466020
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-31AMY L. CHAPMAN2023-10-05 MICHAEL RAFTIS2023-10-05
0012020-12-31AMY L. CHAPMAN2022-10-04 MICHAEL RAFTIS2022-10-04
0012019-12-31AMY L. CHAPMAN2021-10-06 MICHAEL RAFTIS2021-10-06
0012018-12-31AMY L. CHAPMAN2020-09-22 JEFFREY T. JABLONSKI2020-09-22
0012017-12-31WILLIAM D. GHERES2019-10-01 JEFFREY T. JABLONSKI2019-10-01
0012016-12-31WILLIAM D. GHERES2018-10-10
0012015-12-31
0012014-12-31
0012013-12-31
0012012-12-31STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-10-13
0012011-12-31WILLIAM GHERES JEFFREY JABLONSKI2013-10-15
0012010-12-31WILLIAM GHERES JEFFREY JABLONSKI2012-10-09
0012009-12-31WILLIAM GHERES GREGORY J GUTTING2011-10-17
0012008-12-31

Plan Statistics for ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

401k plan membership statisitcs for ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

Measure Date Value
2022: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-301,164,310,413
Acturial value of plan assets2022-12-301,098,154,499
Funding target for retired participants and beneficiaries receiving payment2022-12-30296,291,827
Number of terminated vested participants2022-12-30749
Fundng target for terminated vested participants2022-12-3039,701,454
Active participant vested funding target2022-12-30346,806,652
Number of active participants2022-12-305,840
Total funding liabilities for active participants2022-12-30368,330,224
Total participant count2022-12-308,456
Total funding target for all participants2022-12-30704,323,505
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3056,824,920
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of prefunding balance2022-12-3056,824,920
Present value of excess contributions2022-12-3022,736,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3024,064,113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-3011,644,054
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-3049,812,097
Total employer contributions2022-12-3095,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3086,616,444
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-3026,149,168
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-3086,616,444
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-12-318,438
Total number of active participants reported on line 7a of the Form 55002021-12-315,987
Number of retired or separated participants receiving benefits2021-12-311,850
Number of other retired or separated participants entitled to future benefits2021-12-31859
Total of all active and inactive participants2021-12-318,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-31229
Total participants2021-12-318,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-31201
Market value of plan assets2021-12-301,081,061,231
Acturial value of plan assets2021-12-30972,955,108
Funding target for retired participants and beneficiaries receiving payment2021-12-30260,763,944
Number of terminated vested participants2021-12-30709
Fundng target for terminated vested participants2021-12-3034,561,533
Active participant vested funding target2021-12-30330,871,905
Number of active participants2021-12-305,880
Total funding liabilities for active participants2021-12-30350,879,825
Total participant count2021-12-308,312
Total funding target for all participants2021-12-30646,205,302
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3067,505,227
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of prefunding balance2021-12-3067,505,227
Present value of excess contributions2021-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-3025,416,698
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-3056,824,920
Total employer contributions2021-12-3025,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3022,736,312
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-3026,176,532
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-3022,736,312
Unpaid minimum required contributions for current year2021-12-300
2020: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-12-318,312
Total number of active participants reported on line 7a of the Form 55002020-12-315,840
Number of retired or separated participants receiving benefits2020-12-311,651
Number of other retired or separated participants entitled to future benefits2020-12-31736
Total of all active and inactive participants2020-12-318,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-31211
Total participants2020-12-318,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-31174
Market value of plan assets2020-12-30907,624,797
Acturial value of plan assets2020-12-30846,234,247
Funding target for retired participants and beneficiaries receiving payment2020-12-30244,760,189
Number of terminated vested participants2020-12-30659
Fundng target for terminated vested participants2020-12-3030,112,384
Active participant vested funding target2020-12-30324,404,663
Number of active participants2020-12-305,809
Total funding liabilities for active participants2020-12-30344,045,272
Total participant count2020-12-308,066
Total funding target for all participants2020-12-30618,917,845
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3064,827,929
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of prefunding balance2020-12-3064,827,929
Present value of excess contributions2020-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-3013,127,751
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-3067,505,227
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-3026,041,876
Net shortfall amortization installment of oustanding balance2020-12-300
Waiver amortization installment2020-12-300
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-12-318,066
Total number of active participants reported on line 7a of the Form 55002019-12-315,880
Number of retired or separated participants receiving benefits2019-12-311,545
Number of other retired or separated participants entitled to future benefits2019-12-31695
Total of all active and inactive participants2019-12-318,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-31192
Total participants2019-12-318,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-31103
Market value of plan assets2019-12-30767,568,800
Acturial value of plan assets2019-12-30805,064,924
Funding target for retired participants and beneficiaries receiving payment2019-12-30217,326,653
Number of terminated vested participants2019-12-301,082
Fundng target for terminated vested participants2019-12-3047,438,844
Active participant vested funding target2019-12-30298,530,944
Number of active participants2019-12-305,582
Total funding liabilities for active participants2019-12-30317,660,454
Total participant count2019-12-308,105
Total funding target for all participants2019-12-30582,425,951
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3099,637,152
Amount remaining of prefunding balance2019-12-3099,637,152
Present value of excess contributions2019-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-3030,036,603
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-3064,827,929
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-3023,800,291
Net shortfall amortization installment of oustanding balance2019-12-300
Waiver amortization installment2019-12-300
Unpaid minimum required contributions for current year2019-12-300
2018: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-12-318,105
Total number of active participants reported on line 7a of the Form 55002018-12-315,809
Number of retired or separated participants receiving benefits2018-12-311,441
Number of other retired or separated participants entitled to future benefits2018-12-31640
Total of all active and inactive participants2018-12-317,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-31176
Total participants2018-12-318,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-31110
Market value of plan assets2018-12-30823,030,814
Acturial value of plan assets2018-12-30777,760,834
Funding target for retired participants and beneficiaries receiving payment2018-12-30186,962,552
Number of terminated vested participants2018-12-301,053
Fundng target for terminated vested participants2018-12-3040,589,441
Active participant vested funding target2018-12-30271,175,117
Number of active participants2018-12-305,307
Total funding liabilities for active participants2018-12-30287,127,025
Total participant count2018-12-307,663
Total funding target for all participants2018-12-30514,679,018
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3023,541,036
Amount remaining of prefunding balance2018-12-3023,541,036
Present value of excess contributions2018-12-3093,246,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3099,037,569
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3071,908,166
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of prefunding at beginning of current year2018-12-3099,637,152
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-3020,766,503
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-12-317,663
Total number of active participants reported on line 7a of the Form 55002017-12-315,582
Number of retired or separated participants receiving benefits2017-12-311,308
Number of other retired or separated participants entitled to future benefits2017-12-311,068
Total of all active and inactive participants2017-12-317,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-31147
Total participants2017-12-318,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-31106
Market value of plan assets2017-12-30630,698,980
Acturial value of plan assets2017-12-30644,167,165
Funding target for retired participants and beneficiaries receiving payment2017-12-30165,319,545
Number of terminated vested participants2017-12-301,033
Fundng target for terminated vested participants2017-12-3037,124,548
Active participant vested funding target2017-12-30252,403,627
Number of active participants2017-12-305,030
Total funding liabilities for active participants2017-12-30264,987,738
Total participant count2017-12-307,240
Total funding target for all participants2017-12-30467,431,831
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3026,392,910
Amount remaining of prefunding balance2017-12-3026,392,910
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-304,641,313
Balance of prefunding at beginning of current year2017-12-3023,541,036
Total employer contributions2017-12-3099,893,812
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3093,246,934
Unpaid minimum required contributions for all prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-3018,730,639
Contributions allocatedtoward minimum required contributions for current year2017-12-3093,246,934
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2016: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-12-317,240
Total number of active participants reported on line 7a of the Form 55002016-12-315,307
Number of retired or separated participants receiving benefits2016-12-311,185
Number of other retired or separated participants entitled to future benefits2016-12-311,038
Total of all active and inactive participants2016-12-317,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-31133
Total participants2016-12-317,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-3196
2015: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-12-316,884
Total number of active participants reported on line 7a of the Form 55002015-12-315,030
Number of retired or separated participants receiving benefits2015-12-311,064
Number of other retired or separated participants entitled to future benefits2015-12-311,017
Total of all active and inactive participants2015-12-317,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-31129
Total participants2015-12-317,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-31104
2014: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-12-316,585
Total number of active participants reported on line 7a of the Form 55002014-12-314,826
Number of retired or separated participants receiving benefits2014-12-31945
Number of other retired or separated participants entitled to future benefits2014-12-31993
Total of all active and inactive participants2014-12-316,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-31120
Total participants2014-12-316,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-3176
2013: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-12-316,195
Total number of active participants reported on line 7a of the Form 55002013-12-314,692
Number of retired or separated participants receiving benefits2013-12-31827
Number of other retired or separated participants entitled to future benefits2013-12-31959
Total of all active and inactive participants2013-12-316,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-31107
Total participants2013-12-316,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-3151
2012: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-12-316,004
Total number of active participants reported on line 7a of the Form 55002012-12-314,461
Number of retired or separated participants receiving benefits2012-12-31706
Number of other retired or separated participants entitled to future benefits2012-12-31926
Total of all active and inactive participants2012-12-316,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-31102
Total participants2012-12-316,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-3159
2011: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-12-315,798
Total number of active participants reported on line 7a of the Form 55002011-12-314,394
Number of retired or separated participants receiving benefits2011-12-31621
Number of other retired or separated participants entitled to future benefits2011-12-31898
Total of all active and inactive participants2011-12-315,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-3191
Total participants2011-12-316,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-3140
2010: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-12-315,618
Total number of active participants reported on line 7a of the Form 55002010-12-314,317
Number of retired or separated participants receiving benefits2010-12-31551
Number of other retired or separated participants entitled to future benefits2010-12-31847
Total of all active and inactive participants2010-12-315,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-3183
Total participants2010-12-315,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-3123
2009: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-12-315,503
Total number of active participants reported on line 7a of the Form 55002009-12-314,258
Number of retired or separated participants receiving benefits2009-12-31464
Number of other retired or separated participants entitled to future benefits2009-12-31828
Total of all active and inactive participants2009-12-315,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-3168
Total participants2009-12-315,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-3128

Financial Data on ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

Measure Date Value
2022 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-30$-21,334,014
Total unrealized appreciation/depreciation of assets2022-12-30$-21,334,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$286,937
Total income from all sources (including contributions)2022-12-30$-209,004,672
Total loss/gain on sale of assets2022-12-30$-4,104,016
Total of all expenses incurred2022-12-30$31,642,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-30$31,642,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-30$95,000,000
Value of total assets at end of year2022-12-30$922,304,357
Value of total assets at beginning of year2022-12-30$1,163,238,572
Total interest from all sources2022-12-30$155,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-30$4,608,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-30$1,834,246
Was this plan covered by a fidelity bond2022-12-30Yes
Value of fidelity bond cover2022-12-30$30,000,000
If this is an individual account plan, was there a blackout period2022-12-30No
Were there any nonexempt tranactions with any party-in-interest2022-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-30$696,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-30$426,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-30$111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-30$286,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Value of net income/loss2022-12-30$-240,647,389
Value of net assets at end of year (total assets less liabilities)2022-12-30$922,304,246
Value of net assets at beginning of year (total assets less liabilities)2022-12-30$1,162,951,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-30No
Were any leases to which the plan was party in default or uncollectible2022-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-30$204,838,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-30$0
Value of interest in common/collective trusts at end of year2022-12-30$502,785,279
Value of interest in common/collective trusts at beginning of year2022-12-30$987,038,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-30$9,884,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-30$12,286,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-30$12,286,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-30$155,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-30$10,415,440
Net investment gain or loss from common/collective trusts2022-12-30$-293,746,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-30Yes
Was there a failure to transmit to the plan any participant contributions2022-12-30No
Has the plan failed to provide any benefit when due under the plan2022-12-30No
Contributions received in cash from employer2022-12-30$95,000,000
Employer contributions (assets) at end of year2022-12-30$95,000,000
Employer contributions (assets) at beginning of year2022-12-30$25,000,000
Income. Dividends from common stock2022-12-30$2,774,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-30$31,642,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-30$109,100,450
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-30$138,487,458
Did the plan have assets held for investment2022-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-30No
Aggregate proceeds on sale of assets2022-12-30$48,904,347
Aggregate carrying amount (costs) on sale of assets2022-12-30$53,008,363
Opinion of an independent qualified public accountant for this plan2022-12-30Unqualified
Accountancy firm name2022-12-30MCGILL POWER BELL & ASSOC LLP
Accountancy firm EIN2022-12-30251031405
2021 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-30$16,117,751
Total unrealized appreciation/depreciation of assets2021-12-30$16,117,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$286,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$252,669
Total income from all sources (including contributions)2021-12-30$111,965,989
Total loss/gain on sale of assets2021-12-30$1,449,295
Total of all expenses incurred2021-12-30$28,135,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-30$28,135,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-30$25,000,000
Value of total assets at end of year2021-12-30$1,163,238,572
Value of total assets at beginning of year2021-12-30$1,079,373,641
Total interest from all sources2021-12-30$1,226
Total dividends received (eg from common stock, registered investment company shares)2021-12-30$2,960,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-30No
Was this plan covered by a fidelity bond2021-12-30Yes
Value of fidelity bond cover2021-12-30$30,000,000
If this is an individual account plan, was there a blackout period2021-12-30No
Were there any nonexempt tranactions with any party-in-interest2021-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-30$426,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-30$158,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-30$286,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-30$252,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Value of net income/loss2021-12-30$83,830,663
Value of net assets at end of year (total assets less liabilities)2021-12-30$1,162,951,635
Value of net assets at beginning of year (total assets less liabilities)2021-12-30$1,079,120,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-30No
Were any leases to which the plan was party in default or uncollectible2021-12-30No
Value of interest in common/collective trusts at end of year2021-12-30$987,038,244
Value of interest in common/collective trusts at beginning of year2021-12-30$933,664,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-30$12,286,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-30$12,043,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-30$12,043,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-30$1,226
Net investment gain or loss from common/collective trusts2021-12-30$66,437,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-30No
Was there a failure to transmit to the plan any participant contributions2021-12-30No
Has the plan failed to provide any benefit when due under the plan2021-12-30No
Contributions received in cash from employer2021-12-30$25,000,000
Employer contributions (assets) at end of year2021-12-30$25,000,000
Income. Dividends from common stock2021-12-30$2,960,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-30$28,135,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-30$138,487,458
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-30$133,507,535
Did the plan have assets held for investment2021-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-30No
Aggregate proceeds on sale of assets2021-12-30$55,102,221
Aggregate carrying amount (costs) on sale of assets2021-12-30$53,652,926
Opinion of an independent qualified public accountant for this plan2021-12-30Unqualified
Accountancy firm name2021-12-30MCGILL POWER BELL & ASSOC LLP
Accountancy firm EIN2021-12-30251031405
2020 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-30$23,953,145
Total unrealized appreciation/depreciation of assets2020-12-30$23,953,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-30$252,669
Total income from all sources (including contributions)2020-12-30$195,713,517
Total loss/gain on sale of assets2020-12-30$2,388,298
Total of all expenses incurred2020-12-30$22,466,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-30$22,466,441
Value of total assets at end of year2020-12-30$1,079,373,641
Value of total assets at beginning of year2020-12-30$905,873,896
Total interest from all sources2020-12-30$36,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-30$906,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-30No
Was this plan covered by a fidelity bond2020-12-30Yes
Value of fidelity bond cover2020-12-30$30,000,000
If this is an individual account plan, was there a blackout period2020-12-30No
Were there any nonexempt tranactions with any party-in-interest2020-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-30$158,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-30$13,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-30$252,669
Other income not declared elsewhere2020-12-30$17,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Value of net income/loss2020-12-30$173,247,076
Value of net assets at end of year (total assets less liabilities)2020-12-30$1,079,120,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-30$905,873,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-30No
Were any leases to which the plan was party in default or uncollectible2020-12-30No
Value of interest in common/collective trusts at end of year2020-12-30$933,664,046
Value of interest in common/collective trusts at beginning of year2020-12-30$896,834,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-30$12,043,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-30$9,026,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-30$9,026,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-30$36,743
Net investment gain or loss from common/collective trusts2020-12-30$168,411,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-30Yes
Was there a failure to transmit to the plan any participant contributions2020-12-30No
Has the plan failed to provide any benefit when due under the plan2020-12-30No
Income. Dividends from common stock2020-12-30$906,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-30$22,466,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-30$133,507,535
Did the plan have assets held for investment2020-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-30No
Aggregate proceeds on sale of assets2020-12-30$80,279,942
Aggregate carrying amount (costs) on sale of assets2020-12-30$77,891,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-12-30Yes
Opinion of an independent qualified public accountant for this plan2020-12-30Disclaimer
Accountancy firm name2020-12-30MCGILL POWER BELL & ASSOC LLP
Accountancy firm EIN2020-12-30251031405
2019 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2019 401k financial data
Total income from all sources (including contributions)2019-12-30$182,001,977
Total of all expenses incurred2019-12-30$42,114,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-30$42,114,300
Value of total assets at end of year2019-12-30$905,873,896
Value of total assets at beginning of year2019-12-30$765,986,219
Total interest from all sources2019-12-30$174,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-30No
Was this plan covered by a fidelity bond2019-12-30Yes
Value of fidelity bond cover2019-12-30$30,000,000
If this is an individual account plan, was there a blackout period2019-12-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-30$0
Were there any nonexempt tranactions with any party-in-interest2019-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-30$13,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-30$14,902
Other income not declared elsewhere2019-12-30$951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Value of net income/loss2019-12-30$139,887,677
Value of net assets at end of year (total assets less liabilities)2019-12-30$905,873,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-30$765,986,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-30No
Were any leases to which the plan was party in default or uncollectible2019-12-30No
Value of interest in common/collective trusts at end of year2019-12-30$896,834,134
Value of interest in common/collective trusts at beginning of year2019-12-30$758,049,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-30$9,026,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-30$7,921,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-30$7,921,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-30$174,677
Net investment gain or loss from common/collective trusts2019-12-30$181,826,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-30Yes
Was there a failure to transmit to the plan any participant contributions2019-12-30No
Has the plan failed to provide any benefit when due under the plan2019-12-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-30$42,114,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-30No
Did the plan have assets held for investment2019-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-30Yes
Opinion of an independent qualified public accountant for this plan2019-12-30Disclaimer
Accountancy firm name2019-12-30MCGILL POWER BELL & ASSOC LLP
Accountancy firm EIN2019-12-30251031405
2018 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2018 401k financial data
Total income from all sources (including contributions)2018-12-30$-38,360,336
Total of all expenses incurred2018-12-30$18,148,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-30$18,148,164
Value of total assets at end of year2018-12-30$765,986,219
Value of total assets at beginning of year2018-12-30$822,494,719
Total interest from all sources2018-12-30$132,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-30No
Was this plan covered by a fidelity bond2018-12-30Yes
Value of fidelity bond cover2018-12-30$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-30$0
Minimum employer required contribution for this plan year2018-12-30$0
Amount contributed by the employer to the plan for this plan year2018-12-30$0
Were there any nonexempt tranactions with any party-in-interest2018-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-30$14,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-30$4,632
Other income not declared elsewhere2018-12-30$867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Value of net income/loss2018-12-30$-56,508,500
Value of net assets at end of year (total assets less liabilities)2018-12-30$765,986,219
Value of net assets at beginning of year (total assets less liabilities)2018-12-30$822,494,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-30No
Were any leases to which the plan was party in default or uncollectible2018-12-30No
Value of interest in common/collective trusts at end of year2018-12-30$758,049,707
Value of interest in common/collective trusts at beginning of year2018-12-30$737,430,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-30$7,921,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-30$5,060,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-30$5,060,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-30$132,767
Net investment gain or loss from common/collective trusts2018-12-30$-38,493,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-30Yes
Was there a failure to transmit to the plan any participant contributions2018-12-30No
Has the plan failed to provide any benefit when due under the plan2018-12-30No
Employer contributions (assets) at end of year2018-12-30$0
Employer contributions (assets) at beginning of year2018-12-30$80,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-30$18,148,164
Did the plan have assets held for investment2018-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-30Yes
Opinion of an independent qualified public accountant for this plan2018-12-30Disclaimer
Accountancy firm name2018-12-30BKD LLP
Accountancy firm EIN2018-12-30440160260
2017 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2017 401k financial data
Total income from all sources (including contributions)2017-12-30$208,512,711
Total of all expenses incurred2017-12-30$16,272,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-30$16,272,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-30$99,893,812
Value of total assets at end of year2017-12-30$822,494,719
Value of total assets at beginning of year2017-12-30$630,254,873
Total interest from all sources2017-12-30$38,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-30No
Was this plan covered by a fidelity bond2017-12-30Yes
Value of fidelity bond cover2017-12-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-30$4,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-30$1,510
Other income not declared elsewhere2017-12-30$112,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Value of net income/loss2017-12-30$192,239,846
Value of net assets at end of year (total assets less liabilities)2017-12-30$822,494,719
Value of net assets at beginning of year (total assets less liabilities)2017-12-30$630,254,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-30No
Were any leases to which the plan was party in default or uncollectible2017-12-30No
Value of interest in common/collective trusts at end of year2017-12-30$737,430,020
Value of interest in common/collective trusts at beginning of year2017-12-30$586,595,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-30$5,060,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-30$4,689,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-30$4,689,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-30$38,075
Net investment gain or loss from common/collective trusts2017-12-30$108,468,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-30Yes
Was there a failure to transmit to the plan any participant contributions2017-12-30No
Has the plan failed to provide any benefit when due under the plan2017-12-30No
Contributions received in cash from employer2017-12-30$99,893,812
Employer contributions (assets) at end of year2017-12-30$80,000,000
Employer contributions (assets) at beginning of year2017-12-30$38,968,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-30$16,272,865
Did the plan have assets held for investment2017-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-30Yes
Opinion of an independent qualified public accountant for this plan2017-12-30Disclaimer
Accountancy firm name2017-12-30BKD LLP
Accountancy firm EIN2017-12-30440160260
2016 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)2016-12-30$76,994,665
Total of all expenses incurred2016-12-30$14,486,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$14,486,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$38,968,146
Value of total assets at end of year2016-12-30$630,254,873
Value of total assets at beginning of year2016-12-30$567,746,559
Total interest from all sources2016-12-30$15,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-300
Minimum employer required contribution for this plan year2016-12-30$0
Amount contributed by the employer to the plan for this plan year2016-12-30$0
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-30$1,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-30$832
Other income not declared elsewhere2016-12-30$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Value of net income/loss2016-12-30$62,508,314
Value of net assets at end of year (total assets less liabilities)2016-12-30$630,254,873
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$567,746,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Value of interest in common/collective trusts at end of year2016-12-30$586,595,853
Value of interest in common/collective trusts at beginning of year2016-12-30$545,585,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-30$4,689,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-30$4,803,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-30$4,803,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-30$15,334
Net investment gain or loss from common/collective trusts2016-12-30$38,010,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30No
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Contributions received in cash from employer2016-12-30$38,968,146
Employer contributions (assets) at end of year2016-12-30$38,968,146
Employer contributions (assets) at beginning of year2016-12-30$17,357,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$14,486,351
Did the plan have assets held for investment2016-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30Yes
Opinion of an independent qualified public accountant for this plan2016-12-30Disclaimer
Accountancy firm name2016-12-30BKD LLP
Accountancy firm EIN2016-12-30440160260
2015 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-30$16,307,258
Total of all expenses incurred2015-12-30$12,396,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-30$12,396,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-30$17,357,246
Value of total assets at end of year2015-12-30$567,746,559
Value of total assets at beginning of year2015-12-30$563,836,293
Total interest from all sources2015-12-30$5,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-30No
Was this plan covered by a fidelity bond2015-12-30Yes
Value of fidelity bond cover2015-12-30$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-300
Minimum employer required contribution for this plan year2015-12-30$0
Amount contributed by the employer to the plan for this plan year2015-12-30$0
Were there any nonexempt tranactions with any party-in-interest2015-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-30$832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-30$181
Other income not declared elsewhere2015-12-30$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Value of net income/loss2015-12-30$3,910,266
Value of net assets at end of year (total assets less liabilities)2015-12-30$567,746,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-30$563,836,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-30No
Were any leases to which the plan was party in default or uncollectible2015-12-30No
Value of interest in common/collective trusts at end of year2015-12-30$545,585,331
Value of interest in common/collective trusts at beginning of year2015-12-30$544,463,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-30$4,803,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-30$2,383,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-30$2,383,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-30$5,191
Net investment gain or loss from common/collective trusts2015-12-30$-1,055,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-30No
Was there a failure to transmit to the plan any participant contributions2015-12-30No
Has the plan failed to provide any benefit when due under the plan2015-12-30No
Contributions received in cash from employer2015-12-30$17,357,246
Employer contributions (assets) at end of year2015-12-30$17,357,246
Employer contributions (assets) at beginning of year2015-12-30$16,989,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-30$12,396,992
Did the plan have assets held for investment2015-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-30Yes
Opinion of an independent qualified public accountant for this plan2015-12-30Disclaimer
Accountancy firm name2015-12-30BKD LLP
Accountancy firm EIN2015-12-30440160260
2014 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)2014-12-30$89,921,627
Total of all expenses incurred2014-12-30$10,714,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-30$10,714,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-30$16,989,775
Value of total assets at end of year2014-12-30$563,836,293
Value of total assets at beginning of year2014-12-30$484,629,652
Total interest from all sources2014-12-30$1,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-30No
Was this plan covered by a fidelity bond2014-12-30Yes
Value of fidelity bond cover2014-12-30$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-300
Minimum employer required contribution for this plan year2014-12-30$0
Amount contributed by the employer to the plan for this plan year2014-12-30$0
Were there any nonexempt tranactions with any party-in-interest2014-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-30$181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-30$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Value of net income/loss2014-12-30$79,206,641
Value of net assets at end of year (total assets less liabilities)2014-12-30$563,836,293
Value of net assets at beginning of year (total assets less liabilities)2014-12-30$484,629,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-30No
Were any leases to which the plan was party in default or uncollectible2014-12-30No
Value of interest in common/collective trusts at end of year2014-12-30$544,463,217
Value of interest in common/collective trusts at beginning of year2014-12-30$457,769,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-30$2,383,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-30$3,740,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-30$3,740,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-30$1,567
Net investment gain or loss from common/collective trusts2014-12-30$72,930,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-30Yes
Was there a failure to transmit to the plan any participant contributions2014-12-30No
Has the plan failed to provide any benefit when due under the plan2014-12-30No
Contributions received in cash from employer2014-12-30$16,989,775
Employer contributions (assets) at end of year2014-12-30$16,989,775
Employer contributions (assets) at beginning of year2014-12-30$23,120,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-30$10,714,986
Did the plan have assets held for investment2014-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-30Yes
Opinion of an independent qualified public accountant for this plan2014-12-30Disclaimer
Accountancy firm name2014-12-30BKD LLP
Accountancy firm EIN2014-12-30440160260
2013 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2013 401k financial data
Total income from all sources (including contributions)2013-12-30$66,038,888
Total of all expenses incurred2013-12-30$9,255,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-30$9,255,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-30$23,120,055
Value of total assets at end of year2013-12-30$484,629,652
Value of total assets at beginning of year2013-12-30$427,846,297
Total interest from all sources2013-12-30$2,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-30No
Was this plan covered by a fidelity bond2013-12-30Yes
Value of fidelity bond cover2013-12-30$15,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-30$0
Minimum employer required contribution for this plan year2013-12-30$0
Amount contributed by the employer to the plan for this plan year2013-12-30$0
Were there any nonexempt tranactions with any party-in-interest2013-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-30$151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-30$391
Other income not declared elsewhere2013-12-30$2,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Value of net income/loss2013-12-30$56,783,355
Value of net assets at end of year (total assets less liabilities)2013-12-30$484,629,652
Value of net assets at beginning of year (total assets less liabilities)2013-12-30$427,846,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-30No
Were any leases to which the plan was party in default or uncollectible2013-12-30No
Value of interest in common/collective trusts at end of year2013-12-30$457,769,232
Value of interest in common/collective trusts at beginning of year2013-12-30$408,172,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-30$3,740,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-30$2,615,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-30$2,615,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-30$2,384
Net investment gain or loss from common/collective trusts2013-12-30$42,913,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-30Yes
Was there a failure to transmit to the plan any participant contributions2013-12-30No
Has the plan failed to provide any benefit when due under the plan2013-12-30No
Contributions received in cash from employer2013-12-30$23,120,055
Employer contributions (assets) at end of year2013-12-30$23,120,055
Employer contributions (assets) at beginning of year2013-12-30$17,058,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-30$9,255,533
Did the plan have assets held for investment2013-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-30Yes
Opinion of an independent qualified public accountant for this plan2013-12-30Disclaimer
Accountancy firm name2013-12-30BKD LLP
Accountancy firm EIN2013-12-30440160260
2012 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)2012-12-30$72,397,660
Total of all expenses incurred2012-12-30$7,851,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-30$7,851,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-30$17,058,120
Value of total assets at end of year2012-12-30$427,846,297
Value of total assets at beginning of year2012-12-30$363,300,417
Total interest from all sources2012-12-30$5,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-30No
Was this plan covered by a fidelity bond2012-12-30Yes
Value of fidelity bond cover2012-12-30$10,000,000
If this is an individual account plan, was there a blackout period2012-12-30No
Were there any nonexempt tranactions with any party-in-interest2012-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-30$391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-30$1,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Value of net income/loss2012-12-30$64,545,880
Value of net assets at end of year (total assets less liabilities)2012-12-30$427,846,297
Value of net assets at beginning of year (total assets less liabilities)2012-12-30$363,300,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-30No
Were any leases to which the plan was party in default or uncollectible2012-12-30No
Assets. partnership/joint venture interests at end of year2012-12-30$0
Assets. partnership/joint venture interests at beginning of year2012-12-30$126
Value of interest in common/collective trusts at end of year2012-12-30$408,172,535
Value of interest in common/collective trusts at beginning of year2012-12-30$345,559,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-30$2,615,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-30$2,237,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-30$2,237,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-30$5,120
Net investment gain or loss from common/collective trusts2012-12-30$55,334,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-30Yes
Was there a failure to transmit to the plan any participant contributions2012-12-30No
Has the plan failed to provide any benefit when due under the plan2012-12-30No
Contributions received in cash from employer2012-12-30$17,058,120
Employer contributions (assets) at end of year2012-12-30$17,058,120
Employer contributions (assets) at beginning of year2012-12-30$15,501,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-30$7,851,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-30No
Did the plan have assets held for investment2012-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-30Yes
Opinion of an independent qualified public accountant for this plan2012-12-30Disclaimer
Accountancy firm name2012-12-30MALIN BERGQUIST AND COMPANY LLP
Accountancy firm EIN2012-12-30251249913
2011 : ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)2011-12-30$27,526,226
Total of all expenses incurred2011-12-30$6,714,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-30$6,714,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-30$15,501,861
Value of total assets at end of year2011-12-30$363,300,417
Value of total assets at beginning of year2011-12-30$342,489,062
Total interest from all sources2011-12-30$3,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-30No
Was this plan covered by a fidelity bond2011-12-30Yes
Value of fidelity bond cover2011-12-30$10,000,000
If this is an individual account plan, was there a blackout period2011-12-30No
Were there any nonexempt tranactions with any party-in-interest2011-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-30$1,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-30$331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Value of net income/loss2011-12-30$20,811,355
Value of net assets at end of year (total assets less liabilities)2011-12-30$363,300,417
Value of net assets at beginning of year (total assets less liabilities)2011-12-30$342,489,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-30No
Were any leases to which the plan was party in default or uncollectible2011-12-30No
Assets. partnership/joint venture interests at end of year2011-12-30$126
Assets. partnership/joint venture interests at beginning of year2011-12-30$126
Value of interest in common/collective trusts at end of year2011-12-30$345,559,909
Value of interest in common/collective trusts at beginning of year2011-12-30$324,750,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-30$2,237,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-30$2,737,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-30$2,737,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-30$3,759
Net investment gain or loss from common/collective trusts2011-12-30$12,020,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-30No
Was there a failure to transmit to the plan any participant contributions2011-12-30No
Has the plan failed to provide any benefit when due under the plan2011-12-30No
Contributions received in cash from employer2011-12-30$15,501,861
Employer contributions (assets) at end of year2011-12-30$15,501,861
Employer contributions (assets) at beginning of year2011-12-30$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-30$6,714,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-30No
Did the plan have assets held for investment2011-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-30Yes
Opinion of an independent qualified public accountant for this plan2011-12-30Disclaimer
Accountancy firm name2011-12-30MALIN BERGQUIST & COMPANY LLP
Accountancy firm EIN2011-12-30251249913

Form 5500 Responses for ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

2021: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-12-31Type of plan entitySingle employer plan
2021-12-31Plan funding arrangement – TrustYes
2021-12-31Plan benefit arrangement – InsuranceYes
2021-12-31Plan benefit arrangement - TrustYes
2020: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-12-31Type of plan entitySingle employer plan
2020-12-31Plan funding arrangement – TrustYes
2020-12-31Plan benefit arrangement – InsuranceYes
2020-12-31Plan benefit arrangement - TrustYes
2019: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-12-31Type of plan entitySingle employer plan
2019-12-31Plan funding arrangement – TrustYes
2019-12-31Plan benefit arrangement – InsuranceYes
2019-12-31Plan benefit arrangement - TrustYes
2018: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-12-31Type of plan entitySingle employer plan
2018-12-31Plan funding arrangement – TrustYes
2018-12-31Plan benefit arrangement – InsuranceYes
2018-12-31Plan benefit arrangement - TrustYes
2017: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-12-31Type of plan entitySingle employer plan
2017-12-31Plan funding arrangement – TrustYes
2017-12-31Plan benefit arrangement – InsuranceYes
2017-12-31Plan benefit arrangement - TrustYes
2016: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Plan funding arrangement – TrustYes
2016-12-31Plan benefit arrangement – InsuranceYes
2016-12-31Plan benefit arrangement - TrustYes
2015: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Plan funding arrangement – TrustYes
2015-12-31Plan benefit arrangement – InsuranceYes
2015-12-31Plan benefit arrangement - TrustYes
2014: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31Plan funding arrangement – TrustYes
2014-12-31Plan benefit arrangement – InsuranceYes
2014-12-31Plan benefit arrangement - TrustYes
2013: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-12-31Type of plan entitySingle employer plan
2013-12-31Submission has been amendedYes
2013-12-31Plan funding arrangement – TrustYes
2013-12-31Plan benefit arrangement – InsuranceYes
2013-12-31Plan benefit arrangement - TrustYes
2012: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-12-31Type of plan entitySingle employer plan
2012-12-31Plan funding arrangement – TrustYes
2012-12-31Plan benefit arrangement – InsuranceYes
2012-12-31Plan benefit arrangement - TrustYes
2011: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-12-31Type of plan entitySingle employer plan
2011-12-31Plan funding arrangement – TrustYes
2011-12-31Plan benefit arrangement – InsuranceYes
2011-12-31Plan benefit arrangement - TrustYes
2010: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2010 form 5500 responses
2010-12-31Type of plan entitySingle employer plan
2010-12-31Plan funding arrangement – TrustYes
2010-12-31Plan benefit arrangement – InsuranceYes
2010-12-31Plan benefit arrangement - TrustYes
2009: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31This submission is the final filingNo
2009-12-31Plan funding arrangement – TrustYes
2009-12-31Plan benefit arrangement – InsuranceYes
2009-12-31Plan benefit arrangement - TrustYes
2008: ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

Insurance Providers Used on plan

ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 )
Policy contract number690-631
Policy instance 1
Insurance contract or identification number690-631
Number of Individuals Covered197
Insurance policy start date2021-12-31
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 )
Policy contract number690-631
Policy instance 1
Insurance contract or identification number690-631
Number of Individuals Covered216
Insurance policy start date2020-12-31
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 )
Policy contract number690-631
Policy instance 1
Insurance contract or identification number690-631
Number of Individuals Covered238
Insurance policy start date2019-12-31
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 )
Policy contract number690-631
Policy instance 1
Insurance contract or identification number690-631
Number of Individuals Covered250
Insurance policy start date2018-12-31
Insurance policy end date2019-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ERIE FAMILY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70769 )
Policy contract number690-631
Policy instance 1
Insurance contract or identification number690-631
Number of Individuals Covered272
Insurance policy start date2017-12-31
Insurance policy end date2018-12-30
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3