2023 Form 5500 filing — Open Sky Community Services, Inc. Tax-Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007150811NAL0007711779001) for Open Sky Community Services, Inc. Tax-Deferred Annuity Plan, reported by Open Sky Community Services, Inc. under EIN 04-2587863 and plan number 001. It reports 1,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150811NAL0007711779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Open Sky Community Services, Inc.
- EIN
- 04-2587863
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 1,723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,440,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,440,130
- Employer contributions
- $641,738
- Participant contributions
- $2,047,243
- Total income / additions
- $6,902,946
- Benefits paid
- $1,969,421
- Administrative expenses
- $106,962
- Total expenses
- $2,076,383
- Net increase / (decrease)
- $4,826,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | PLAN ADMINISTRATOR | $96,840 | not reported in the loaded dataset |
| Angell Pension Group, Inc. | SERVICE PROVIDER | $10,122 | not reported in the loaded dataset |