Constellation Insurance Company 401(K) And Profit Sharing Plan — Form 5500 plan (The Ohio National Life 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, Constellation Insurance Company 401(K) And Profit Sharing Plan is a benefit plan reported by The Ohio National Life Insurance Company under EIN 31-0397080 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,201 participants and $168,138,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ohio National Life Insurance Company
EIN
31-0397080
Plan number
003
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
1,201
End-of-year plan assets
$168,138,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20241007151521NAL0008994467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,138,513
Total liabilities (EOY)
$0
Net assets (EOY)
$168,138,513
Net assets (BOY)
$159,908,372

Income & contributions

Employer contributions
$2,690,712
Participant contributions
$6,968,349
Total contributions
$11,895,618
Total income / additions
$36,942,565

Expenses & distributions

Benefits paid
$28,531,704
Administrative expenses
$173,542
Total expenses
$28,712,424
Net increase / (decrease)
$8,230,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$92,104$02023
Willis Towers WatsonCONSULTANT$65,663not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$15,925not reported in the loaded dataset2023

Related Form 5500 pages