Plan5500

Western & Southern Financial Group Employee Retirement 401(K) Savings 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 Employee Retirement 401(K) Savings Plan is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,327 participants and $500,262,950 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$500.3MPlan net assets, end of year$500,262,950
Participants4.3KCovered participants reported4,327
Assets / participant$115.6KComputed: assets ÷ participants$115,614 (computed)
Provider compensation$20.9K2 Schedule C provider row(s)$20,853
Plan sponsor
The Western And Southern Life Insurance Company
EIN
31-0487145
Plan number
005
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,327H, C20241015081825NAL0047007760001
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)$500.3M total assets
Net assets$500.3MLiabilities$0
Money in vs. money out
Total income / additions$114.7M
Total expenses$32.1M
Benefits paid / distributions$32M
Contributions
Employer$7.1M
Participant$25.2M
Full reported line items

Net assets

Total assets (EOY)
$500,262,950
Total liabilities (EOY)
$0
Net assets (EOY)
$500,262,950
Net assets (BOY)
$417,599,257

Income & contributions

Employer contributions
$7,109,026
Participant contributions
$25,179,157
Total contributions
$34,756,569
Total income / additions
$114,735,925

Expenses & distributions

Benefits paid
$31,987,971
Administrative expenses
$32,615
Total expenses
$32,072,232
Net increase / (decrease)
$82,663,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$17,779$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,074not reported in the loaded dataset2023

Related Form 5500 pages