Westfield Employee Retirement Savings Plan — Form 5500 plan (Ohio Farmers 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, Westfield Employee Retirement Savings Plan is a benefit plan reported by Ohio Farmers Insurance Company under EIN 34-0438190 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,324 participants and $461,654,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Farmers Insurance Company
- EIN
- 34-0438190
- Plan number
- 004
- Plan type
- 2
- Location
- Westfield Center, OH
- Latest filing year
- 2023
- Participants
- 3,324
- End-of-year plan assets
- $461,654,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,324 | H, C | 20240820075809NAL0002435265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,654,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,654,072
- Net assets (BOY)
- $407,886,738
Income & contributions
- Employer contributions
- $7,513,778
- Participant contributions
- $22,417,515
- Total contributions
- $33,557,930
- Total income / additions
- $100,243,944
Expenses & distributions
- Benefits paid
- $28,961,684
- Administrative expenses
- $334,305
- Total expenses
- $29,541,239
- Net increase / (decrease)
- $70,702,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $257,634 | $0 | 2023 |
| Newport Capital Group LLC | NONE | $58,272 | not reported in the loaded dataset | 2023 |
| D'Amico Wawrin & Company Cpas, LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Farmers Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westfield Center, OH
- T Rowe Price Rps Inc — Schedule C compensation
- Newport Capital Group LLC — Schedule C compensation
- D'Amico Wawrin & Company Cpas, LLC — Schedule C compensation