Plan Snapshot
- Plan Sponsor: The Western And Southern Life Insurance Company
- Sponsor EIN: 310487145
- Sponsor Address: 400 BROADWAY, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Plan Number: 509
- Total Participants: 3,285
- Total Assets: $7.0M
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 | 3,285 | $7.0M | $33.2M | $6.0M |
| 2023 | 3,230 | $8.9M | $37.3M | $5.9M |
| 2022 | 3,181 | $8.5M | $40.5M | $5.7M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,177 | — | — | — | — |
| 2023 | $4,071 | — | — | — | — |
| 2022 | $3,075 | — | — | — | — |