2023 Form 5500 filing — Westfield Employee Retirement 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 20240820075809NAL0002435265001) for Westfield Employee Retirement Savings Plan, reported by Ohio Farmers Insurance Company under EIN 34-0438190 and plan number 004. It reports 3,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820075809NAL0002435265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Farmers Insurance Company
- EIN
- 34-0438190
- Plan number
- 004
- Location
- Westfield Center, OH
- Participants
- 3,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,654,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,654,072
- Employer contributions
- $7,513,778
- Participant contributions
- $22,417,515
- Total income / additions
- $100,243,944
- Benefits paid
- $28,961,684
- Administrative expenses
- $334,305
- Total expenses
- $29,541,239
- Net increase / (decrease)
- $70,702,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $257,634 | $0 |
| Newport Capital Group LLC | NONE | $58,272 | not reported in the loaded dataset |
| D'Amico Wawrin & Company Cpas, LLC | NONE | $16,000 | not reported in the loaded dataset |