2023 Form 5500 filing — Constellation Insurance Company 401(K) And Profit Sharing 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 20241007151521NAL0008994467001) for Constellation Insurance Company 401(K) And Profit Sharing Plan, reported by The Ohio National Life Insurance Company under EIN 31-0397080 and plan number 003. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151521NAL0008994467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ohio National Life Insurance Company
- EIN
- 31-0397080
- Plan number
- 003
- Location
- Cincinnati, OH
- Participants
- 1,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,138,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,138,513
- Employer contributions
- $2,690,712
- Participant contributions
- $6,968,349
- Total income / additions
- $36,942,565
- Benefits paid
- $28,531,704
- Administrative expenses
- $173,542
- Total expenses
- $28,712,424
- Net increase / (decrease)
- $8,230,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $92,104 | $0 |
| Willis Towers Watson | CONSULTANT | $65,663 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,925 | not reported in the loaded dataset |