Named Fiduciaries of the Pension Plan for Insurance Organizations pension plans

Named Fiduciaries of the Pension Plan for Insurance Organizations, Plymouth Meeting, PA. EIN 27-0131295. Annual reports 2009–2024. Also filed as Named Fiduciaries of the Pen Plan for Ins Org.

Named Fiduciaries of the Pension Plan for Insurance Organizations has one active retirement plan on file, the The Pension Plan for Insurance Organizations, with 7,840 participants and $1.1 billion in assets in 2024. Principal has been its administrator since 2012.

Active plans: 1
Participants: 7,840
Plan assets: $1.1 billion
Administered by: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

The Pension Plan for Insurance Organizations

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-0131295
Participants (2024): 7,840
Net assets (2024): $1.1 billion
Administered by: PrincipalEarlier: WTW (2011), Principal (2010)
Plan administrator: Regina C Reardon
3031B Walton Road
Plymouth Meeting, PA 19462
(610) 941-6969As filed for 2024
In effect since: January 1, 1968

Earlier sponsor: Named Fiduciaries of the Pen Plan for Ins Org (2010–2018).

Earlier plan names: Pension Plan for Insurance Organizations.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,840	$1.1 billion	Principal
2023	7,910	$1.1 billion	Principal
2022	7,849	$1.0 billion	Principal
2021	7,980	$1.4 billion	Principal
2020	8,117	$1.3 billion	Principal
2019	8,371	$1.2 billion	Principal
2018	8,595	$1.0 billion	Principal
2017	9,129	$1.2 billion	Principal
2016	9,267	$1.1 billion	Principal
2015	9,464	$1.0 billion	Principal
2014	10,190	$1.1 billion	Principal
2013	10,375	$1.0 billion	Principal
2012	10,512	$940 million	Principal
2011	10,641	$861 million	WTW
2010	10,859	$727 million	Principal
2009	11,015	$635 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the The Pension Plan for Insurance Organizations. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((610) 941-6969). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

The Pension Plan for Insurance Organizations

If you had money in one of these plans

What these numbers are

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