DOL Form 5500 · 2024 Plan Year

THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY

WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN

Defined BenefitOH
$1.2B
Plan Assets
5,374
Participants
2024
Plan Year
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Plan Details

Plan Name
WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN
Sponsor
THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY
Sponsor EIN
310487145
Plan Number
004
Location
CINCINNATI, OH
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$1.2B
Participants
5,374
Filing Received
October 14, 2025
Plan Year
2024

About this Plan

WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN is a defined benefit retirement plan sponsored by THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY, headquartered in CINCINNATI, OH, holding approximately $1.2B in plan assets on behalf of 5,374 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).