Department of Labor filing

CINCINNATI CATHOLIC CEMETERY SOCIETY

CINCINNATI CATHOLIC CEMETERY SOCIETY 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Mar 16, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions rank below most comparable plans.

47Limited plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers18/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

strator of the Plan while the Company serves as Plan sponsor.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

04 · Fees and expensesOfficial filing detail

rest income on notes receivable from participants 810,871 701,012 Total additions 303,055,183 264,634,309 Deductions: Benefits paid to participants and other 66,736,324 70,073,866 Administrative expenses 760,779 634,301 Total deductions 67,497,103 70,708,167 Increase in net assets 235,558,080 193,926,142 Net assets available for benefits: Beginning of year 1,286,419,450 1,092,493,308 End of year $ 1,521,977,530 $ 1,286,419,450 Accompanying notes are an integral part of these financial statements.

08 · Roth 401(k)Available

before the end of the plan year are eligible to make catch-up contributions; these additional contributions are ineligible for a Company matching contribution. The Plan includes a Roth 401(k) option for participants. This option allows participants to contribute after-tax dollars while contributions and any earnings on those contributions are tax-free upon withdrawal. The Company may make a discretionary profit-sharing contribution to eligible participants. A participant who is not enrolled in the Company’s high-deductible group health plan is eligible for the discretionary profit-sharing contribution. The Company did not make a profit-sharing contribution during 2025 or 2024. Participants may also contribute amounts representing distributions from other qualified defined benefit or define

09 · Employer contribution vs. peers$76

Up 0.0% over the filing history shown.

Still to verify: vesting, investment choices, eligibility, automatic enrollment. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions18th percentileTypical peer $1,102 · based on 34,089 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $40 · based on 30,048 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, CINCINNATI CATHOLIC CEMETERY SOCIETY reported $1,367 in employer contributions across this plan, or $76 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating18

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$1,367
$76 per active participant
Participant contributions
$46,728
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
2.8%
Active participants
18
Small plan
Total participants
21
24 at the beginning of the year
Ending assets
$1,246,671
$59,365 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,102,706
Ending net assets
$1,246,671
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$241,593
Total expenses
$97,628
Administrative expenses
Not reported
Not reported per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$76
Administrative cost per participant
2025
Not reported
Active participants
2025
18
Total plan assets
2025
$1,246,671
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$76181.2M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
310537501-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 1998
Industry
Other services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025CINCINNATI FINANCIAL CORP — 11-K filed 2026-06-17
Official filing · details not yet checked
What it says about employer contributions

strator of the Plan while the Company serves as Plan sponsor. Contributions — Contributions to the Plan include (i) salary reduction contributions authorized by participants, (ii) matching contributions made by the Company, (iii) discretionary true-up matching contributions made by the Company, (iv) discretionary profit-sharing contributions made by the Company; and (v) participant rollovers from another qualified plan. Participants may contribute a percentage of their pretax annual cash compensation each year, as defined in the Plan, subject to certain Internal Revenue Code (IRC) limitations. Participants are eligible for a Company match of 100 % up to the first 6 % of eligible compensation on a per-pay-period basis; however, those participants who accrue benefits under the Cincinnati Fin

What it says about vesting

and profit-sharing contribution attributed to them plus actual earnings thereon after three years of eligible service. Unvested participants who are employed by the Company become fully vested in any Company and profit-sharing contribution attributed to them upon reaching age 65 or as defined in the plan. Notes Receivable from Participants — Participants may borrow from their fund accounts up to a maximum of $ 50,000 or 50 % of their account balance, whichever is less. The loans are secured by the balance in the participant’s account and bear interest equal to the prime rate plus 1 %. At December 31, 2025, interest rates on participant loans ranged from 4.25 % to 9.50 %, with maturity dates through December 2040. Interest income is recorded on the accrual basis. Principal and interest is p

What it says about automatic enrollment

n the Plan at a 6 % contribution rate to encourage associate savings, with an automatic increase of a participant’s contribution rate by 1 % each year to a maximum 10 %, for these automatically enrolled participants. Unless directed otherwise, automatic enrollment participants are enrolled in the Plan's designated default investment option, Target Date Funds, which aligns nearest to the participant's retirement date, assumed at age 65. Each participant has the opportunity to elect to withdraw or change the contribution rate prior to automatic enrollment or at any time once enrolled. Participants who have attained age 50 before the end of the plan year are eligible to make catch-up contributions; these additional contributions are ineligible for a Company matching contribution. The Plan inc

What it says about fees

rest income on notes receivable from participants 810,871 701,012 Total additions 303,055,183 264,634,309 Deductions: Benefits paid to participants and other 66,736,324 70,073,866 Administrative expenses 760,779 634,301 Total deductions 67,497,103 70,708,167 Increase in net assets 235,558,080 193,926,142 Net assets available for benefits: Beginning of year 1,286,419,450 1,092,493,308 End of year $ 1,521,977,530 $ 1,286,419,450 Accompanying notes are an integral part of these financial statements. 3 Cincinnati Financial Corporation Tax-Qualified Savings Plan NOTES TO FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024 NOTE 1 - DESCRIPTION OF THE PLAN The following description of the Cincinnati Financial Corporation Tax-Qualified Savings Plan (the Plan) is provided

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260316143439NAL0001538736001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗