Plan Snapshot
- Plan Sponsor: Ohio Farmers Insurance Company
- Sponsor EIN: 340438190
- Sponsor Address: P.O. BOX 5001, ONE PARK CIRCLE, WESTFIELD CENTER, OH, 44251
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 3,489
- Total Assets: $591.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,489 | $591.9M | $0 | $0 |
| 2024 | 2,616 | $515.5M | $8.9M | $24.5M |
| 2023 | 2,511 | $461.7M | $7.5M | $22.4M |
| 2022 | 2,565 | $407.9M | $7.2M | $21.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $264,289 | — | $264,289 |
| NEWPORT CONSULTING GROUP | Other Service Provider | $85,559 | — | $85,559 |
| D'AMICO WAWRIN & COMPANY CPAS, LLC | Other Service Provider | $16,800 | — | $16,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $366,648
- Estimated Expense Ratio: 0.062% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $46,672,741 | $85,559 | — | $16,800 | — |
| 2024 | $364,977 | $82,746 | — | $16,000 | — |
| 2023 | $334,305 | — | — | $16,000 | — |
| 2022 | $126,523 | $73,883 | — | — | $16,300 |