Plan Snapshot
- Plan Sponsor: Ohio Farmers Insurance Company
- Sponsor EIN: 340438190
- Sponsor Address: P.O. BOX 5001, WESTFIELD CENTER, OH, 442515001
- Plan Type: DB
- Total Participants: 2,336
- Total Assets: $727.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,336 | $727.8M | $13.5M | $0 |
| 2023 | 2,247 | $710.0M | $0 | $0 |
| 2022 | 2,143 | $690.5M | $27.1M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $507,148 | — | $507,148 |
| THE BANK OF NEW YORK MELLON | NONE | $121,574 | — | $121,574 |
| D'AMICO WAWRIN & COMPANY CPAS | NONE | $22,792 | — | $22,792 |
| BDO USA | NONE | $8,515 | — | $8,515 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- D'AMICO WAWRIN & COMPANY CPAS — NONE
- BDO USA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $660,029
- Estimated Expense Ratio: 0.091% 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 |
|---|---|---|---|---|---|
| 2024 | $1,397,997 | $1,089,421 | — | — | — |
| 2023 | $1,110,439 | — | — | $18,326 | — |
| 2022 | $790,046 | — | — | — | $264,286 |