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Form 5500 · Retirement plan · HARRISBURG, PA

PENNSYLVANIA STATE EDUCATION ASSOC

The filing calls this plan PENNSYLVANIA STATE EDUCATION ASSOCIATION PENSION PLAN.

PENNSYLVANIA STATE EDUCATION ASSOC of HARRISBURG, PA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0961125 · plan 001 · plan year 2025, filed Feb 20, 2026

Participants at the start of the year
642
Contracts on file
1
Contract value
$12,185,697
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRUDENTIAL INSURANCE COMPANY OF AMERICA.

The contracts held $12,185,697 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC655June$12,185,697$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PENNSYLVANIA STATE EDUCATION ASSOC
EIN 23-0961125
BOLTON PARTNERS, INC.
Named on Schedule C · EIN 52-1231144
$104,915
paid directly by the plan
LOOMIS SAYLES TRUST COMPANY, LLC
Named on Schedule C · EIN 20-8080381
$99,280
paid directly by the plan
AON INVESTMENTS USA INC.
Named on Schedule C · EIN 36-3109431
$82,150
paid directly by the plan
BLACKROCK INST TRUST COMPANY, N.A.
Investment advisory · EIN 94-3112180
$77,733
paid directly by the plan
PRUDENTIAL INSURANCE CO.
Named on Schedule C · EIN 22-1211670
$62,749
paid directly by the plan
WESTERN ASSET MANAGEMENT
Named on Schedule C · EIN 95-2705767
$53,767
paid directly by the plan
JP MORGAN CHASE BANK, N.A.
Investment advisory · EIN 13-4994650
$48,865
paid directly by the plan
KPMG LLP
Accounting and audit · EIN 13-5565207
$37,000
paid directly by the plan
PNC BANK
Custodian · EIN 22-1146430
$23,983
paid directly by the plan
GUNN MOWERY, LLC
Named on Schedule C · EIN 81-0587373
$17,327
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$309,598,130
Paid out in benefits
$15,089,134
Participants at the start of the year
642

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5565207
KPMG LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$37,000

From Schedule H of this filing.

Other plans filed by this employer

Flexible Benefits PlanInsured benefit plan · 3 Schedule A contractsRenews ~Sep 1Iation 401(K) Retirement PlanForm 5500 filing · no insured Schedule A contractsplan 514Form 5500-SF filing · no insured Schedule A contracts

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