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 Retiree Health Plan is a benefit plan reported by The Western And Southern Life Insurance Company under EIN 31-0487145 and plan number 510. The latest loaded filing year is 2023. The filing reports 1,838 participants and $2,285,344 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,285,344
- Total liabilities (EOY)
- $2,559,736
- Net assets (EOY)
- -$274,392
- Net assets (BOY)
- -$189,545
Income & contributions
- Employer contributions
- $9,027,404
- Participant contributions
- $5,072,708
- Total contributions
- $14,100,112
- Total income / additions
- $14,662,440
Expenses & distributions
- Benefits paid
- $14,543,066
- Administrative expenses
- $204,221
- Total expenses
- $14,747,287
- Net increase / (decrease)
- -$84,847