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: 510
- Total Participants: 0
- Total Assets: $2.0M
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 | 0 | $2.0M | $10.8M | $5.3M |
| 2023 | 0 | $2.3M | $9.0M | $5.1M |
| 2022 | 0 | $2.1M | $10.9M | $5.2M |
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 |
|---|---|---|---|---|
| SILVERSCRIPT INSURANCE COMPANY | Other Service Provider | $202,697 | — | $202,697 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,697
- Estimated Expense Ratio: 10.253% 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 | $203,877 | — | — | — | — |
| 2023 | $204,221 | — | — | — | — |
| 2022 | $245,965 | — | — | — | $245,176 |