2023 Form 5500 filing — Western & Southern Financial Group Employee Retirement 401(K) 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 20241015081825NAL0047007760001) for Western & Southern Financial Group Employee Retirement 401(K) Savings Plan, reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 005. It reports 4,327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081825NAL0047007760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Western And Southern Life Insurance Company
- EIN
- 31-0487145
- Plan number
- 005
- Location
- Cincinnati, OH
- Participants
- 4,327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,262,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $500,262,950
- Employer contributions
- $7,109,026
- Participant contributions
- $25,179,157
- Total income / additions
- $114,735,925
- Benefits paid
- $31,987,971
- Administrative expenses
- $32,615
- Total expenses
- $32,072,232
- Net increase / (decrease)
- $82,663,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,779 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,074 | not reported in the loaded dataset |