---
schema_version: "secwatch.filing_event.v1"
accession: "0000922621-24-000026"
form_type: "8-K"
ticker: "ERIE"
cik: "0000922621"
company_name: "ERIE INDEMNITY CO"
filed_at: "2024-11-04T23:59:59+00:00"
generated_at: "2026-05-30T06:44:42.238155+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Erie Indemnity amends credit facility: extends to 2029, shifts to SOFR pricing

## Summary
- Maturity of $100M revolving facility extended from 2021 to November 1, 2029.
- Interest rate options changed to SOFR + margin or Base Rate; current rate SOFR + 0.5%.
- Guarantee limit raised from $50M to $100M; judgment default threshold raised to $100M.
- Quarterly commitment fee on unused portion set at 0.08%.
- Financial covenants (Indebtedness to Capitalization Ratio) and other terms unchanged.

## SEC filing metadata
- accession: 0000922621-24-000026
- form_type: 8-K
- ticker: ERIE
- cik: 0000922621
- company_name: ERIE INDEMNITY CO
- filed_at: 2024-11-04T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/922621/000092262124000026/0000922621-24-000026-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/922621/000092262124000026/erie-20241101.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000922621-24-000026
- JSON: https://secwatch.observer/filing/0000922621-24-000026.json
- Plain text: https://secwatch.observer/filing/0000922621-24-000026.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.