United Ohio Insurance 401(k) match, vesting and fees
What United Ohio 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| United Ohio Insurance: employer contribution per participant | $3,105 | |
| Peer median | $2,868 |
| United Ohio Insurance: average balance | $138,207 | |
| Peer median | $95,281 |
| United Ohio Insurance: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.22% |
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 $46M at the end of plan year 2021 to $44.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 324 | $44.5M | $1000K | $3,105 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 329 | $43.5M | $878K | $2,822 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 291 | $37.9M | $642K | $2,214 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 282 | $46M | $629K | $2,230 | 0.37% | Not published | Form 5500 ↗ |
Other United Ohio Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Ohio Insurance Company Pension Plan
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does United Ohio Insurance match 401(k) contributions?
The match terms for the United Ohio Insurance Company 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1000K in employer contributions, about $3,105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Ohio Insurance 401(k) match vested?
The vesting schedule for the United Ohio Insurance Company 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Ohio Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is United Ohio Insurance Company.
I left United Ohio Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Ohio Insurance Company, (419) 563-0908) or the recordkeeper, Principal Life Insurance Company. The United Ohio Insurance old 401(k) page lists the contacts from every plan filing. Find an old United Ohio Insurance 401(k)
Data from the public Form 5500 annual reports United Ohio 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 United Ohio Insurance. Not financial advice. Report a correction · Methodology