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, Western & Southern Financial Group Employee Retirement 401(K) Savings Plan is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,327 participants and $500,262,950 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,262,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $500,262,950
- Net assets (BOY)
- $417,599,257
Income & contributions
- Employer contributions
- $7,109,026
- Participant contributions
- $25,179,157
- Total contributions
- $34,756,569
- Total income / additions
- $114,735,925
Expenses & distributions
- Benefits paid
- $31,987,971
- Administrative expenses
- $32,615
- Total expenses
- $32,072,232
- Net increase / (decrease)
- $82,663,693