How many benefit plans does Carlos G. Otis Health Care Center, Inc. report on Form 5500?

Carlos G. Otis Health Care Center, Inc. (EIN 03-0177161) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carlos G. Otis Health Care Center, Inc.?

The Employer Identification Number (EIN) reported for Carlos G. Otis Health Care Center, Inc. is 03-0177161.

What is the latest Form 5500 filing year for Carlos G. Otis Health Care Center, Inc.?

The latest loaded Form 5500 filing year for Carlos G. Otis Health Care Center, Inc. is 2023.

Carlos G. Otis Health Care Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carlos G. Otis Health Care Center, Inc. (EIN 03-0177161) is a plan sponsor located in Townshend, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0177161
Location: Townshend, VT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,614,192
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,614,192

Contributions & income

Employer contributions: $438,237
Participant contributions: $1,467,808
Total income / additions: $5,254,107

Expenses & distributions

Benefits paid / distributions: $869,708
Total expenses: $911,610
Net increase / (decrease): $4,342,497

Coverage

Total reported participants: 407
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carlos G. Otis Health Care Center, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Otis Health Care Center 401k Plan	001	259	$22,614,192	2023
Carlos G. Otis Health Care Center, Inc. Wrap Plan	505	148	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carlos G. Otis Health Care Center, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Carlos G. Otis Health Care Center, Inc. Wrap Plan	148	—	20240709144815NAL0021242544001
2023	Otis Health Care Center 401k Plan	259	H, C	20241014140733NAL0026366641001