Western & Southern Financial Group Veba Master Trust — 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 Veba Master Trust is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 511. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $10,909,666 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.9MPlan net assets, end of year$10,909,666
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- The Western And Southern Life Insurance Company
- EIN
- 31-0487145
- Plan number
- 511
- Plan type
- 4
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241014102552NAL0027021441001 |
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)$10.9M total assets
Net assets$10.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,909,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,666
- Net assets (BOY)
- $10,327,088
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,686,523
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $2,686,523
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.