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Employer · plans filed under one EIN

The Ohio National Life Insurance Company

Cincinnati, OH · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$237Mnet assets across plans
1,327participant records859 active
$3.2Memployer contributions, latest plan years$3,762 per active record
$242KSchedule C compensation to organisations$182.61 per participant record

2 retirement plans with 100 or more participants file Form 5500 under The Ohio National Life Insurance Company's employer identification number (Cincinnati, Ohio). Their latest filings total 1,327 participant records and $237M in net assets.

The largest is Constellation Insurance Company 401(k) and Profit Sharing Plan, a 401(k) plan with 1,185 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.2M and participant contributions $7.6M in the latest plan years; benefits paid were $32.6M. Schedule C compensation reported to service provider organisations totalled $242K.

Combined net assets moved from $80.4M in 2009 to $237M in 2024 (up 194%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Constellation Insurance Company 401(k) and Profit Sharing Plan401(k) plan20241,185$177M$149,336$3,956$242K
The Pension Plan for Employees of the Ohio National Life Insurance Companydefined benefit pension plan2024142$59.8M$421,133—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $80.4M2010: $89.0M2011: $95.4M2012: $101M2013: $114M2014: $119M2015: $123M2016: $133M2017: $144M2018: $117M2019: $137M2020: $252M2021: $271M2022: $218M2023: $229M2024: $237M$80.4M$271M$237M20092012201620202024
Combined net assets
2009: 1,3262010: 1,2812011: 1,2852012: 1,3312013: 1,3432014: 1,4352015: 1,5842016: 1,6802017: 1,8202018: 1,7152019: 1,6502020: 1,5822021: 1,4522022: 1,3632023: 1,3202024: 1,3271,3261,8201,32720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,327$237M$3.2M$7.6M
202321,320$229M$2.7M$7.0M
202221,363$218M$4.2M$7.4M
202121,452$271M$5.3M$6.7M
202021,582$252M$4.8M$2.0M
201921,650$137M$14.4M$496K
201821,715$117M$4.9M$568K
201721,820$144M$4.3M$515K
201621,680$133M$8.5M$507K
201521,584$123M$14.6M$438K
201421,435$119M$4.1M$405K
201321,343$114M$4.3M$320K
201221,331$101M$3.9M$376K
201121,285$95.4M$15.2M$324K
201021,281$89.0M$6.0M$319K
200921,326$80.4M$5.6M$380K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing1$120,576
Willis Towers WatsonInvestment advisory (plan); Investment management1$99,509
Strategic Advisors, Inc.Investment advisory (plan)1$22,234

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$121K
Willis Towers Watson$100K
Strategic Advisors, Inc.$22K

Questions and answers

How many retirement plans does The Ohio National Life Insurance Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Constellation Insurance Company 401(k) and Profit Sharing Plan and The Pension Plan for Employees of the Ohio National Life Insurance Company. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does The Ohio National Life Insurance Company contribute to its plans?

$3,231,748 in employer contributions across these plans in their latest plan years, about $3,762 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Willis Towers Watson and Strategic Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.