Western & Southern Financial Group Flexible Benefits 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 Flexible Benefits Plan is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 509. The latest loaded filing year is 2023. The filing reports 3,198 participants and $8,875,539 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$375.6KPlan net assets, end of year$375,555
Participants3.2KCovered participants reported3,198
Assets / participant$2.8KComputed: assets ÷ participants$2,775 (computed)
Provider compensationNone reported
- Plan sponsor
- The Western And Southern Life Insurance Company
- EIN
- 31-0487145
- Plan number
- 509
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,198 | H | 20241014101901NAL0013119123001 |
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)$8.9M total assets
Net assets$375.6KLiabilities$8.5M
Full reported line items
Net assets
- Total assets (EOY)
- $8,875,539
- Total liabilities (EOY)
- $8,499,984
- Net assets (EOY)
- $375,555
- Net assets (BOY)
- $308,358
Income & contributions
- Employer contributions
- $37,283,499
- Participant contributions
- $5,904,585
- Total contributions
- $43,188,084
- Total income / additions
- $45,312,279
Expenses & distributions
- Benefits paid
- $45,241,011
- Administrative expenses
- $4,071
- Total expenses
- $45,245,082
- Net increase / (decrease)
- $67,197
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.