2023 Form 5500 filing — Cincinnati Financial Corporation Tax-Qualified Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618154936NAL0002457793001) for Cincinnati Financial Corporation Tax-Qualified Savings Plan, reported by Cincinnati Financial Corporation under EIN 31-0746871 and plan number 002. It reports 6,035 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618154936NAL0002457793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cincinnati Financial Corporation
- EIN
- 31-0746871
- Plan number
- 002
- Location
- Fairfield, OH
- Participants
- 6,035
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,092,493,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,092,493,308
- Employer contributions
- $26,334,611
- Participant contributions
- $49,059,251
- Total income / additions
- $252,685,590
- Benefits paid
- $52,035,351
- Administrative expenses
- $687,746
- Total expenses
- $52,772,573
- Net increase / (decrease)
- $199,913,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $342,558 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $266,805 | $0 |
| Deloitte & Touche Llp | AUDITOR | $53,000 | not reported in the loaded dataset |
| Keating Muething & Klekamp Pll | ATTORNEY/LEGAL | $32,825 | not reported in the loaded dataset |