Find an old Western and Southern Life Insurance 401(k)
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan
The Western and Southern Life Insurance Company · Plan 005 · EIN 31-0487145 · Cincinnati, OH
| Plan administrator | The Western and Southern Life Insurance Company PO Box 5735, Cincinnati, OH 45202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 1,019 separated participants still had money in the plan | Form 5500 ↗ |
Western & Southern Financial Group Pension Plan
The Western and Southern Life Insurance Company · Plan 004 · EIN 31-0487145 · Cincinnati, OH
| Plan administrator | The Western and Southern Life Insurance Company 400 Broadway, Cincinnati, OH 45202 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Buck Global, LLC | Schedule C ↗ |
| Former employees with balances | 409 separated participants still had money in the plan | Form 5500 ↗ |
Western and Southern Life Insurance 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Western and Southern Life Insurance 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Western and Southern Life Insurance Company, (513) 629-2146. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Western and Southern Life Insurance 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (513) 629-2146.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Western and Southern Life Insurance and does not hold accounts. Not financial advice. Report a correction