# The Western And Southern Life Insurance Company DB Plan
Source: https://planprovider.pro/companies/the-western-and-southern-life-insurance-company-plan-004

> The Western And Southern Life Insurance Company's DB plan: 2,560 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:** 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|—|—|—|—|

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