2023 Form 5500 filing — Otis Health Care Center 401k 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 20241014140733NAL0026366641001) for Otis Health Care Center 401k Plan, reported by Otis Health Care Center under EIN 03-0177161 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140733NAL0026366641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otis Health Care Center
- EIN
- 03-0177161
- Plan number
- 001
- Location
- Townshend, VT
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,614,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,614,192
- Employer contributions
- $438,237
- Participant contributions
- $1,467,808
- Total income / additions
- $5,254,107
- Benefits paid
- $869,708
- Administrative expenses
- $40,684
- Total expenses
- $911,610
- Net increase / (decrease)
- $4,342,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Investment Advisors, LLC | SERVICE PROVIDER | $18,449 | $24,566 |
| Adp, Inc. | SERVICE PROVIDER | $14,155 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $7,475 | $0 |