Michelle Wilson signed The Ohio National Life Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Ohio National Life Insurance Company's EIN is 31-0397080.
Download the official 2024 Form 5500 (PDF) for The Ohio National Life Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Ohio National Life Insurance Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 52-1868818 | — | INVESTMENT ADVISOR | $100K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $173.7M | 98.2% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $23.1M | 13.0% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $19.6M | 11.1% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $18.0M | 10.2% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $16.2M | 9.2% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $16.1M | 9.1% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $15.4M | 8.7% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $15.1M | 8.5% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $9.8M | 5.6% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.1% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $3.7M | 2.1% | |
| BTC R1000 ALPH TLT M BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-3455901 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.6% | |
| RT GQG US EQUITY C RELIANCE TRUST COMPANY · EIN 82-6781933 / PN 026 | Common Collective Trust | — | — | $2.8M | 1.6% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.7M | 1.5% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.2% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| SS GLB EQ EXUSA NL C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 242 | Common Collective Trust | — | — | $1.9M | 1.0% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $1.5M | 0.9% | |
| BP LG CAP VAL EQ D BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| RT GQG INTL EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| MAWER INTL EQUITY W GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $884K | 0.5% | |
| VICT SM MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $839K | 0.5% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $819K | 0.5% | |
| JPMCB SR PB 2065 CF JP MORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $173K | <0.1% | |
| JPMCB SR PB 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
