2023 Form 5500 filing — Otto Bock Healthcare Lp Retirement Savings 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 20241204142648NAL0004401121001) for Otto Bock Healthcare Lp Retirement Savings Plan, reported by Otto Bock Healthcare North America, Inc. under EIN 41-0824465 and plan number 001. It reports 1,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204142648NAL0004401121001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Otto Bock Healthcare North America, Inc.
- EIN
- 41-0824465
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 1,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,629,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,629,750
- Employer contributions
- $2,660,749
- Participant contributions
- $7,093,367
- Total income / additions
- $25,770,756
- Benefits paid
- $10,129,514
- Administrative expenses
- $94,855
- Total expenses
- $10,228,892
- Net increase / (decrease)
- $15,541,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $68,768 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $60,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,986 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$44,899 | $0 |