Cincinnati Financial Corporation Tax-Qualified Savings Plan — Form 5500 plan (Cincinnati Financial Corporation)
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, Cincinnati Financial Corporation Tax-Qualified Savings Plan is a benefit plan reported by Cincinnati Financial Corporation under EIN 31-0746871 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,035 participants and $1,092,493,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cincinnati Financial Corporation
- EIN
- 31-0746871
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, OH
- Latest filing year
- 2023
- Participants
- 6,035
- End-of-year plan assets
- $1,092,493,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,035 | H, C | 20240618154936NAL0002457793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,092,493,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,092,493,308
- Net assets (BOY)
- $892,580,291
Income & contributions
- Employer contributions
- $26,334,611
- Participant contributions
- $49,059,251
- Total contributions
- $83,249,658
- Total income / additions
- $252,685,590
Expenses & distributions
- Benefits paid
- $52,035,351
- Administrative expenses
- $687,746
- Total expenses
- $52,772,573
- Net increase / (decrease)
- $199,913,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $342,558 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $266,805 | $0 | 2023 |
| Deloitte & Touche Llp | AUDITOR | $53,000 | not reported in the loaded dataset | 2023 |
| Keating Muething & Klekamp Pll | ATTORNEY/LEGAL | $32,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cincinnati Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fairfield, OH
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Keating Muething & Klekamp Pll — Schedule C compensation