Plan5500

Western & Southern Financial Group Pension Plan — Form 5500 plan (The Western And Southern Life Insurance Company)

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, Western & Southern Financial Group Pension Plan is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,515 participants and $1,137,365,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Western And Southern Life Insurance Company
EIN
31-0487145
Plan number
004
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
6,515
End-of-year plan assets
$1,137,365,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,515H, C20241014102212NAL0025914353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,137,365,561
Total liabilities (EOY)
$24,070,553
Net assets (EOY)
$1,113,295,008
Net assets (BOY)
$1,070,044,524

Income & contributions

Total contributions
$0
Total income / additions
$160,594,945

Expenses & distributions

Benefits paid
$117,128,860
Administrative expenses
$215,601
Total expenses
$117,344,461
Net increase / (decrease)
$43,250,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Western And Southern Life InsurPLAN SPONSOR$215,601not reported in the loaded dataset2023
Buck Global, LLCNONE$196,140not reported in the loaded dataset2023

Related Form 5500 pages