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Western & Southern Financial Group Employee Retirement 401(k) Savings Plan
The Western and Southern Life Insurance Company, Cincinnati OH. Employer ID 310487145, plan number 005. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2012: money from The Lafayette Life Insurance Company Profit Sharing Plan moved in.
- 2016: money from The Western & Southern Affiliated Companies Retirement Plan moved in.
- Filed 2009-2024Western & Southern Financial Group Employee Retirement 401(k) Savings Plan, The Western and Southern Life Insurance Company
- TodayWestern & Southern Financial Group Employee Retirement 401(k) Savings Plan still files. Empower Annuity Insurance Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 4,094 | 925 | Filing |
| 2014 | 3,866 | 971 | Filing |
| 2015 | 4,147 | 1,054 | Filing |
| 2016 | 4,243 | 1,208 | Filing |
| 2017 | 4,219 | 1,211 | Filing |
| 2018 | 4,248 | 1,184 | Filing |
| 2019 | 4,808 | 1,213 | Filing |
| 2020 | 4,828 | 1,332 | Filing |
| 2021 | 4,392 | 1,116 | Filing |
| 2022 | 4,276 | 1,083 | Filing |
| 2023 | 4,347 | 1,073 | Filing |
| 2024 | 4,524 | 1,019 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.