The Western & Southern Affiliated Companies Retirement Plan
The Western and Southern Life Insurance Company, Cincinnati OH. Employer ID 310487145, plan number 006. Annual reports on file for 2009 to 2016.
Where the money went
- Filed 2009-2016The Western & Southern Affiliated Companies Retirement Plan, The Western and Southern Life Insurance Company
- 2016Assets transferred to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan
- 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
- 2016: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2016: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2016: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2009 | 633 | 147 | Filing |
| 2010 | 590 | 156 | Filing |
| 2011 | 551 | 171 | Filing |
| 2012 | 490 | 171 | Filing |
| 2013 | 460 | 172 | Filing |
| 2014 | 429 | 164 | Filing |
| 2015 | 408 | 167 | Filing |
| 2016 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.