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OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 401k Plan overview

Plan NameOHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES
Plan identification number 004

OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OHIO NATIONAL LIFE INSURANCE, CO. has sponsored the creation of one or more 401k plans.

Company Name:OHIO NATIONAL LIFE INSURANCE, CO.
Employer identification number (EIN):310397080
NAIC Classification:524140

Additional information about OHIO NATIONAL LIFE INSURANCE, CO.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1909-09-09
Company Identification Number: 25737
Legal Registered Office Address: -
-
-
United States of America (USA)
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More information about OHIO NATIONAL LIFE INSURANCE, CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042018-01-01
0042017-01-01THERESE MCDONOUGH
0042016-01-01THERESE MCDONOUGH
0042015-01-01THERESE MCDONOUGH
0042014-01-01THERESE MCDONOUGH
0042013-01-01THERESE MCDONOUGH
0042012-01-01THERESE MCDONOUGH
0042011-01-01THERESE MCDONOUGH
0042010-01-01THERESE MCDONOUGH
0042009-01-01THERESE MCDONOUGH

Plan Statistics for OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES

401k plan membership statisitcs for OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES

Measure Date Value
2020: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-011,348
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-011,423
Total number of active participants reported on line 7a of the Form 55002019-01-01962
Number of retired or separated participants receiving benefits2019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-01393
Total of all active and inactive participants2019-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,431
Number of participants with account balances2019-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-011,629
Total number of active participants reported on line 7a of the Form 55002018-01-01957
Number of retired or separated participants receiving benefits2018-01-0179
Number of other retired or separated participants entitled to future benefits2018-01-01404
Total of all active and inactive participants2018-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,445
Number of participants with account balances2018-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-011,616
Total number of active participants reported on line 7a of the Form 55002017-01-011,241
Number of retired or separated participants receiving benefits2017-01-0158
Number of other retired or separated participants entitled to future benefits2017-01-01268
Total of all active and inactive participants2017-01-011,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,570
Number of participants with account balances2017-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0147
2016: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-011,497
Total number of active participants reported on line 7a of the Form 55002016-01-011,226
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-011,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,499
Number of participants with account balances2016-01-011,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-011,175
Total number of active participants reported on line 7a of the Form 55002015-01-011,290
Number of other retired or separated participants entitled to future benefits2015-01-01205
Total of all active and inactive participants2015-01-011,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,497
Number of participants with account balances2015-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-011,276
Total number of active participants reported on line 7a of the Form 55002014-01-011,007
Number of other retired or separated participants entitled to future benefits2014-01-01167
Total of all active and inactive participants2014-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-011,050
Total number of active participants reported on line 7a of the Form 55002013-01-011,030
Number of other retired or separated participants entitled to future benefits2013-01-01246
Total of all active and inactive participants2013-01-011,276
Total participants2013-01-011,276
Number of participants with account balances2013-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-011,001
Total number of active participants reported on line 7a of the Form 55002012-01-01894
Number of other retired or separated participants entitled to future benefits2012-01-01156
Total of all active and inactive participants2012-01-011,050
Total participants2012-01-011,050
Number of participants with account balances2012-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01972
Total number of active participants reported on line 7a of the Form 55002011-01-01859
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-011,001
Total participants2011-01-011,001
Number of participants with account balances2011-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01947
Total number of active participants reported on line 7a of the Form 55002010-01-01841
Number of other retired or separated participants entitled to future benefits2010-01-01131
Total of all active and inactive participants2010-01-01972
Total participants2010-01-01972
Number of participants with account balances2010-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01895
Total number of active participants reported on line 7a of the Form 55002009-01-01837
Number of other retired or separated participants entitled to future benefits2009-01-01110
Total of all active and inactive participants2009-01-01947
Total participants2009-01-01947
Number of participants with account balances2009-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES

Measure Date Value
2020 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2020 401k financial data
Total transfer of assets from this plan2020-10-31$95,047,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$9,161
Total income from all sources (including contributions)2020-10-31$11,139,715
Total of all expenses incurred2020-10-31$13,455,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$13,449,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$5,273,222
Value of total assets at end of year2020-10-31$0
Value of total assets at beginning of year2020-10-31$97,372,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$5,655
Total interest from all sources2020-10-31$179,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$6,000,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$5,016,350
Participant contributions at beginning of year2020-10-31$705,999
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$256,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$9,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$-2,315,920
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$97,363,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in pooled separate accounts at end of year2020-10-31$0
Value of interest in pooled separate accounts at beginning of year2020-10-31$87,042,077
Interest on participant loans2020-10-31$32,528
Interest earned on other investments2020-10-31$146,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$7,450,244
Net investment gain/loss from pooled separate accounts2020-10-31$5,687,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Employer contributions (assets) at beginning of year2020-10-31$2,174,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$13,449,980
Contract administrator fees2020-10-31$5,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Did the plan have assets held for investment2020-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31SCHULTE & UHRIG CPAS
Accountancy firm EIN2020-10-31311138983
2019 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,161
Total income from all sources (including contributions)2019-12-31$24,516,159
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,858,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,858,299
Expenses. Certain deemed distributions of participant loans2019-12-31$201,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,277,890
Value of total assets at end of year2019-12-31$97,372,922
Value of total assets at beginning of year2019-12-31$89,715,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,745
Total interest from all sources2019-12-31$238,915
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,245,336
Participant contributions at end of year2019-12-31$705,999
Participant contributions at beginning of year2019-12-31$806,345
Participant contributions at beginning of year2019-12-31$1,049
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$857,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,657,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$97,363,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,705,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$87,042,077
Value of interest in pooled separate accounts at beginning of year2019-12-31$78,207,310
Interest on participant loans2019-12-31$33,893
Interest earned on other investments2019-12-31$205,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,450,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,306,421
Net investment gain/loss from pooled separate accounts2019-12-31$15,999,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,174,602
Employer contributions (assets) at end of year2019-12-31$2,174,602
Employer contributions (assets) at beginning of year2019-12-31$2,394,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,858,299
Contract administrator fees2019-12-31$3,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTE & UHRIG CPAS
Accountancy firm EIN2019-12-31311138983
2018 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,645
Total income from all sources (including contributions)2018-12-31$4,202,196
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,063,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,063,498
Expenses. Certain deemed distributions of participant loans2018-12-31$200,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,356,859
Value of total assets at end of year2018-12-31$89,715,062
Value of total assets at beginning of year2018-12-31$102,574,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$189
Total interest from all sources2018-12-31$261,247
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,825,583
Participant contributions at end of year2018-12-31$806,345
Participant contributions at beginning of year2018-12-31$1,049,340
Participant contributions at end of year2018-12-31$1,049
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$136,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,861,302
Value of net assets at end of year (total assets less liabilities)2018-12-31$89,705,901
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$102,567,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$78,207,310
Value of interest in pooled separate accounts at beginning of year2018-12-31$90,483,142
Interest on participant loans2018-12-31$43,460
Interest earned on other investments2018-12-31$217,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,306,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,197,297
Net investment gain/loss from pooled separate accounts2018-12-31$-5,415,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,394,417
Employer contributions (assets) at end of year2018-12-31$2,394,986
Employer contributions (assets) at beginning of year2018-12-31$2,845,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,063,498
Contract administrator fees2018-12-31$189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTE & UHRIG CPAS
Accountancy firm EIN2018-12-31311138983
2017 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,827,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,645
Total income from all sources (including contributions)2017-12-31$22,919,748
Total of all expenses incurred2017-12-31$9,684,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,666,184
Expenses. Certain deemed distributions of participant loans2017-12-31$18,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,017,630
Value of total assets at end of year2017-12-31$102,574,848
Value of total assets at beginning of year2017-12-31$87,504,203
Total interest from all sources2017-12-31$249,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,969,239
Participant contributions at end of year2017-12-31$1,049,340
Participant contributions at beginning of year2017-12-31$1,013,402
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$205,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,235,468
Value of net assets at end of year (total assets less liabilities)2017-12-31$102,567,203
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,504,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$90,483,142
Value of interest in pooled separate accounts at beginning of year2017-12-31$76,227,821
Interest on participant loans2017-12-31$44,944
Interest earned on other investments2017-12-31$205,029
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,197,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,721,802
Net investment gain/loss from pooled separate accounts2017-12-31$12,652,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,843,241
Employer contributions (assets) at end of year2017-12-31$2,845,069
Employer contributions (assets) at beginning of year2017-12-31$2,541,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,666,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2017-12-31311138983
2016 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,701,116
Total of all expenses incurred2016-12-31$6,686,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,620,798
Expenses. Certain deemed distributions of participant loans2016-12-31$65,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,227,443
Value of total assets at end of year2016-12-31$87,504,203
Value of total assets at beginning of year2016-12-31$78,489,460
Total interest from all sources2016-12-31$259,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,755,814
Participant contributions at end of year2016-12-31$1,013,402
Participant contributions at beginning of year2016-12-31$1,099,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$669,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,014,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,504,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,489,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$76,227,821
Value of interest in pooled separate accounts at beginning of year2016-12-31$67,492,072
Interest on participant loans2016-12-31$43,901
Interest earned on other investments2016-12-31$215,911
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,721,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,684,142
Net investment gain/loss from pooled separate accounts2016-12-31$5,213,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,801,909
Employer contributions (assets) at end of year2016-12-31$2,541,178
Employer contributions (assets) at beginning of year2016-12-31$2,213,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,620,798
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2016-12-31311138983
2015 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$8,432,388
Total of all expenses incurred2015-12-31$5,211,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,182,733
Expenses. Certain deemed distributions of participant loans2015-12-31$28,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,650,963
Value of total assets at end of year2015-12-31$78,489,460
Value of total assets at beginning of year2015-12-31$75,268,080
Total interest from all sources2015-12-31$246,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,277,995
Participant contributions at end of year2015-12-31$1,099,928
Participant contributions at beginning of year2015-12-31$801,790
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,160,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,221,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,489,460
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,268,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$67,492,072
Value of interest in pooled separate accounts at beginning of year2015-12-31$66,040,906
Interest on participant loans2015-12-31$39,517
Interest earned on other investments2015-12-31$206,861
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,684,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,524,350
Net investment gain/loss from pooled separate accounts2015-12-31$-1,464,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,212,058
Employer contributions (assets) at end of year2015-12-31$2,213,318
Employer contributions (assets) at beginning of year2015-12-31$1,901,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,182,733
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2015-12-31311138983
2014 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$12,062,461
Total of all expenses incurred2014-12-31$1,849,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,829,396
Expenses. Certain deemed distributions of participant loans2014-12-31$20,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,433,194
Value of total assets at end of year2014-12-31$75,268,080
Value of total assets at beginning of year2014-12-31$65,055,615
Total interest from all sources2014-12-31$215,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,451,216
Participant contributions at end of year2014-12-31$801,790
Participant contributions at beginning of year2014-12-31$768,872
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,080,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,212,465
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,268,080
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,055,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$66,040,906
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,857,552
Interest on participant loans2014-12-31$34,350
Interest earned on other investments2014-12-31$181,483
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,524,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,767,021
Net investment gain/loss from pooled separate accounts2014-12-31$3,413,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,901,034
Employer contributions (assets) at end of year2014-12-31$1,901,034
Employer contributions (assets) at beginning of year2014-12-31$1,662,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,829,396
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2014-12-31311138983
2013 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$16,365,179
Total of all expenses incurred2013-12-31$3,594,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,581,034
Expenses. Certain deemed distributions of participant loans2013-12-31$13,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,016,342
Value of total assets at end of year2013-12-31$65,055,615
Value of total assets at beginning of year2013-12-31$52,284,535
Total interest from all sources2013-12-31$195,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,850,995
Participant contributions at end of year2013-12-31$768,872
Participant contributions at beginning of year2013-12-31$684,356
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$503,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,771,080
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,055,615
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,284,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$56,857,552
Value of interest in pooled separate accounts at beginning of year2013-12-31$44,864,270
Interest on participant loans2013-12-31$32,211
Interest earned on other investments2013-12-31$163,618
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,767,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,131,781
Net investment gain/loss from pooled separate accounts2013-12-31$9,153,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,662,170
Employer contributions (assets) at end of year2013-12-31$1,662,170
Employer contributions (assets) at beginning of year2013-12-31$1,604,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,581,034
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2013-12-31311138983
2012 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,506,601
Total of all expenses incurred2012-12-31$2,469,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,439,094
Expenses. Certain deemed distributions of participant loans2012-12-31$30,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,291,652
Value of total assets at end of year2012-12-31$52,284,535
Value of total assets at beginning of year2012-12-31$44,247,671
Total interest from all sources2012-12-31$175,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,548,817
Participant contributions at end of year2012-12-31$684,356
Participant contributions at beginning of year2012-12-31$656,890
Participant contributions at beginning of year2012-12-31$99,621
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$138,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,036,864
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,284,535
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,247,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$44,864,270
Value of interest in pooled separate accounts at beginning of year2012-12-31$37,484,013
Interest on participant loans2012-12-31$29,881
Interest earned on other investments2012-12-31$145,748
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,131,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,630,277
Net investment gain/loss from pooled separate accounts2012-12-31$4,039,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,604,128
Employer contributions (assets) at end of year2012-12-31$1,604,128
Employer contributions (assets) at beginning of year2012-12-31$1,376,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,439,094
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2012-12-31311138983
2011 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,905,613
Total of all expenses incurred2011-12-31$1,884,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,815,199
Expenses. Certain deemed distributions of participant loans2011-12-31$69,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,817,372
Value of total assets at end of year2011-12-31$44,247,671
Value of total assets at beginning of year2011-12-31$41,226,503
Total interest from all sources2011-12-31$157,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,232,554
Participant contributions at end of year2011-12-31$656,890
Participant contributions at beginning of year2011-12-31$739,041
Participant contributions at end of year2011-12-31$99,621
Participant contributions at beginning of year2011-12-31$102,895
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$196,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,021,168
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,247,671
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,226,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$37,484,013
Value of interest in pooled separate accounts at beginning of year2011-12-31$35,311,280
Interest on participant loans2011-12-31$32,396
Interest earned on other investments2011-12-31$124,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,630,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,891,758
Net investment gain/loss from pooled separate accounts2011-12-31$-1,068,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,388,675
Employer contributions (assets) at end of year2011-12-31$1,376,870
Employer contributions (assets) at beginning of year2011-12-31$1,181,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,815,199
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2011-12-31311138983
2010 : OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,497,357
Total of all expenses incurred2010-12-31$2,333,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,310,306
Expenses. Certain deemed distributions of participant loans2010-12-31$23,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,302,039
Value of total assets at end of year2010-12-31$41,226,503
Value of total assets at beginning of year2010-12-31$34,063,021
Total interest from all sources2010-12-31$144,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,034,503
Participant contributions at end of year2010-12-31$739,041
Participant contributions at beginning of year2010-12-31$500,081
Participant contributions at end of year2010-12-31$102,895
Participant contributions at beginning of year2010-12-31$98,538
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,163,482
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,226,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,063,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$35,311,280
Value of interest in pooled separate accounts at beginning of year2010-12-31$28,840,924
Interest on participant loans2010-12-31$29,072
Interest earned on other investments2010-12-31$115,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,891,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,379,344
Net investment gain/loss from pooled separate accounts2010-12-31$4,050,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,181,529
Employer contributions (assets) at end of year2010-12-31$1,181,529
Employer contributions (assets) at beginning of year2010-12-31$1,244,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,310,306
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHULTE & UHRIG, CPAS INC
Accountancy firm EIN2010-12-31311138983

Form 5500 Responses for OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES

2020: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: OHIO NATIONAL LIFE INSURANCE CO 401(K) PENSION PLAN FOR EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4401
Policy instance 3
Insurance contract or identification numberGP4401
Insurance policy start date2020-01-01
Insurance policy end date2020-10-26
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4998
Policy instance 2
Insurance contract or identification numberGP4998
Insurance policy start date2020-01-01
Insurance policy end date2020-10-26
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP9998
Policy instance 1
Insurance contract or identification numberGP9998
Insurance policy start date2020-01-01
Insurance policy end date2020-10-26
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP9998
Policy instance 1
Insurance contract or identification numberGP9998
Number of Individuals Covered51
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4998
Policy instance 2
Insurance contract or identification numberGP4998
Number of Individuals Covered1291
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4401
Policy instance 3
Insurance contract or identification numberGP4401
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4401
Policy instance 3
Insurance contract or identification numberGP4401
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4998
Policy instance 2
Insurance contract or identification numberGP4998
Number of Individuals Covered1323
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP9998
Policy instance 1
Insurance contract or identification numberGP9998
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4401
Policy instance 3
Insurance contract or identification numberGP4401
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP4998
Policy instance 2
Insurance contract or identification numberGP4998
Number of Individuals Covered1483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP9998
Policy instance 1
Insurance contract or identification numberGP9998
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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