# The Western And Southern Life Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/the-western-and-southern-life-insurance-company-310487145-510

> The Western And Southern Life Insurance Company's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Western And Southern Life Insurance Company

- **Sponsor EIN:** 310487145

- **Sponsor Address:** 400 BROADWAY, CINCINNATI, OH, 45202

- **Plan Type:** Health & Welfare

- **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|

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