Plan Snapshot
- Plan Sponsor: The Western And Southern Life Insurance Company
- Sponsor EIN: 310487145
- Sponsor Address: 400 BROADWAY, CINCINNATI, OH, 45202
- Plan Type: DB
- Total Participants: 2,560
- Total Assets: $1.2B
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 | 2,560 | $1.2B | $0 | $0 |
| 2023 | 2,471 | $1.1B | $0 | $0 |
| 2022 | 2,422 | $1.1B | $0 | $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 |
|---|---|---|---|---|
| THE WESTERN AND SOUTHERN LIFE INSUR | PLAN SPONSOR | $217,162 | — | $217,162 |
| BUCK GLOBAL, LLC | NONE | $60,193 | — | $60,193 |
| CLARK SCHAFER HACKETT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,355
- Estimated Expense Ratio: 0.023% 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 | $217,162 | — | — | — | — |
| 2023 | $215,601 | — | — | — | — |
| 2022 | $213,286 | — | — | — | — |