# United Ohio Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/united-ohio-insurance-company-401k-plan

> United Ohio Insurance Company's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Ohio Insurance Company

- **Sponsor EIN:** 341008736

- **Sponsor Address:** 1725 HOPLEY AVE, BUCYRUS, OH, 448203569

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $44.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|273|$44.5M|$999,674|$2.1M|

| 2023|272|$43.5M|$877,730|$1.9M|

| 2022|244|$37.9M|$641,970|$1.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$153,520|—|$153,520|

| PRINCIPAL SECURITIES INC|OTHER SERVICES|—|$69,937|$69,937|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $223,457

- **Estimated Expense Ratio:** 0.502% 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|$153,520|—|$153,520|—|—|

| 2023|$140,597|—|$140,597|—|—|

| 2022|$140,841|—|$140,841|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-ohio-insurance-company-401k-plan)

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