2023 Form 5500 filing — Constellation Insurance Company 401(K) And Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007151521NAL0008994467001) for Constellation Insurance Company 401(K) And Profit Sharing Plan, reported by The Ohio National Life Insurance Company under EIN 31-0397080 and plan number 003. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$168.1MReported net assets$168,138,513
Participants1.2K1,201
Provider compensation$173.7K3 Schedule C row(s)$173,692
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007151521NAL0008994467001
- Plan sponsor
- The Ohio National Life Insurance Company
- EIN
- 31-0397080
- Plan number
- 003
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$168.1M total assets
Net assets$168.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $168,138,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,138,513
- Employer contributions
- $2,690,712
- Participant contributions
- $6,968,349
- Total income / additions
- $36,942,565
- Benefits paid
- $28,531,704
- Administrative expenses
- $173,542
- Total expenses
- $28,712,424
- Net increase / (decrease)
- $8,230,141
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $92,104 | $0 |
| Willis Towers Watson | CONSULTANT | $65,663 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,925 | not reported in the loaded dataset |