2023 Form 5500 filing — Pension Plan For Ots, Inc.
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 20241216142132NAL0002402320002) for Pension Plan For Ots, Inc., reported by Oahu Transit Services, Inc. under EIN 99-0292265 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216142132NAL0002402320002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oahu Transit Services, Inc.
- EIN
- 99-0292265
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,315,856
- Total liabilities (EOY)
- $5,972
- Net assets (EOY)
- $31,309,884
- Employer contributions
- $6,643,124
- Total income / additions
- $10,341,954
- Benefits paid
- $3,585,594
- Administrative expenses
- $152,717
- Total expenses
- $3,738,311
- Net increase / (decrease)
- $6,603,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Hawaiian Bank | TRUSTEE | $49,246 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | ACTUARIAL | $26,136 | not reported in the loaded dataset |