2023 Form 5500 filing — Otis College Of Art And Design 403(B) Retirement 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 20241014103140NAL0045626912002) for Otis College Of Art And Design 403(B) Retirement Plan, reported by Otis College Of Art And Design under EIN 13-2981115 and plan number 001. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103140NAL0045626912002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otis College Of Art And Design
- EIN
- 13-2981115
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,766,910
- Net assets (EOY)
- $49,766,910
- Employer contributions
- $1,453,376
- Participant contributions
- $1,782,099
- Total income / additions
- $10,366,956
- Benefits paid
- $3,976,942
- Administrative expenses
- $120,962
- Total expenses
- $4,097,904
- Net increase / (decrease)
- $6,269,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keefer Pension Consulting Inc. | CONSULTING | $68,635 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $52,327 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |