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  2. THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY
Sponsor portfolioTH

THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY

EIN 31-0487145-insurance-Latest filing 2024
Plans
4
Retirement
2
$1.79B assets
Welfare
2
Participants
14,894
400 BROADWAY - CINCINNATI, OH 45202513-629-1800wslife.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
4 filings
#004TraditionalDB-$1.21B - 5,325 part#005401k-$574.8M - 4,524 part#509Self Funded-0 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.79B assets / 9,849 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • FINANCIAL GROUP PENSION (#004)68%
  • RETIREMENT 401(K) Savings (#005)32%
Total $1.79BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL GROUP PENSION (#004)5,325
  • RETIREMENT 401(K) Savings (#005)4,524
Total 9,849Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN

TraditionalDB

Assets$1.21B
Participants5,325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN

401k

Assets$574.8M
Participants4,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

WESTERN & SOUTHERN FINANCIAL GROUP FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#510

WESTERN & SOUTHERN FINANCIAL GROUP RETIREE HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLANTraditionalDB$1.21B5,3252024
005WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN401k$574.8M4,5242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509WESTERN & SOUTHERN FINANCIAL GROUP FLEXIBLE BENEFITS PLANSelf Funded-$002024
510WESTERN & SOUTHERN FINANCIAL GROUP RETIREE HEALTH PLANSelf Funded-$002024
Retirement plans
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