Ohio National Life Insurance 401(k) match, vesting and fees
What Ohio National Life Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Schulte & Uhrig, Cpas Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Ohio National Life Insurance: employer contribution per participant | $2,798 | |
| Peer median | $2,966 |
| Ohio National Life Insurance: average balance | $153,215 | |
| Peer median | $104,792 |
| Ohio National Life Insurance: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $195M at the end of plan year 2021 to $177M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,185 | $177M | $3.2M | $2,798 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,167 | $168M | $2.7M | $2,369 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,201 | $160M | $4.2M | $3,624 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 1,274 | $195M | $5.3M | $4,285 | 0.15% | Not published | Form 5500 ↗ |
Other Ohio National Life Insurance plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Ohio National Life Insurance Company 401(k) Plan for Agents
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Schulte & Uhrig, Cpas Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The Pension Plan for Employees of the Ohio National Life Insurance Company
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Schulte & Uhrig Cpas (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Ohio National Life Insurance match 401(k) contributions?
The match terms for the Constellation Insurance Company 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $2,798 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio National Life Insurance 401(k) match vested?
The vesting schedule for the Constellation Insurance Company 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio National Life Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Ohio National Life Insurance Company.
I left Ohio National Life Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Ohio National Life Insurance Company, (513) 794-6100) or the recordkeeper, Fidelity Investments Institutional. The Ohio National Life Insurance old 401(k) page lists the contacts from every plan filing. Find an old Ohio National Life Insurance 401(k)
Data from the public Form 5500 annual reports Ohio National Life Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ohio National Life Insurance. Not financial advice. Report a correction · Methodology