The Pension Plan For Employees Of The Ohio National Life Insurance Company — Form 5500 plan (Constellation Insurance)

Plain-English plan 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, The Pension Plan For Employees Of The Ohio National Life Insurance Company is a benefit plan reported by Constellation Insurance under EIN 31-0397080 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $60,688,314 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60.7MPlan net assets, end of year$60,688,314
Participants162Covered participants reported
Assets / participant$374.6KComputed: assets ÷ participants$374,619 (computed)
Provider compensationNone reported
Plan sponsor
Constellation Insurance
EIN
31-0397080
Plan number
001
Plan type
2
Location
Montgomery, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H20241014125043NAL0014951059001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$60.7M total assets
Net assets$60.7MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Full reported line items

Net assets

Total assets (EOY)
$60,688,314
Total liabilities (EOY)
$0
Net assets (EOY)
$60,688,314
Net assets (BOY)
$58,368,613

Income & contributions

Total contributions
$0
Total income / additions
$6,708,023

Expenses & distributions

Benefits paid
$4,388,322
Administrative expenses
$0
Total expenses
$4,388,322
Net increase / (decrease)
$2,319,701
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income65%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages