United Ohio Insurance Company 401(K) Savings Plan — Form 5500 plan (United Ohio 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, United Ohio Insurance Company 401(K) Savings Plan is a benefit plan reported by United Ohio Insurance Company under EIN 34-1008736 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $43,508,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Ohio Insurance Company
- EIN
- 34-1008736
- Plan number
- 002
- Plan type
- 2
- Location
- Bucyrus, OH
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $43,508,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241015095317NAL0029183185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,508,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,508,225
- Net assets (BOY)
- $37,900,167
Income & contributions
- Employer contributions
- $877,730
- Participant contributions
- $1,914,525
- Total contributions
- $3,047,706
- Total income / additions
- $8,055,796
Expenses & distributions
- Benefits paid
- $2,307,141
- Administrative expenses
- $140,597
- Total expenses
- $2,447,738
- Net increase / (decrease)
- $5,608,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,597 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $64,578 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |