The Ohio National Life Insurance Company 401(K) Plan For Agents — 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, The Ohio National Life Insurance Company 401(K) Plan For Agents is a benefit plan reported by The Ohio National Life Insurance Company under EIN 31-0397080 and plan number 005. The latest loaded filing year is 2023. The filing reports 321 participants and $6,932,740 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
- 005
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $6,932,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241007151636NAL0026534944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,932,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,932,740
- Net assets (BOY)
- $14,761,208
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,471,485
Expenses & distributions
- Benefits paid
- $9,288,594
- Administrative expenses
- $11,302
- Total expenses
- $9,299,953
- Net increase / (decrease)
- -$7,828,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,794 | $0 | 2023 |