Otis Health Care Center 401k Plan — Form 5500 plan (Otis Health Care Center)
Plain-English plan 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, Otis Health Care Center 401k Plan is a benefit plan reported by Otis Health Care Center under EIN 03-0177161 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $22,614,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otis Health Care Center
- EIN
- 03-0177161
- Plan number
- 001
- Plan type
- 2
- Location
- Townshend, VT
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $22,614,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241014140733NAL0026366641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,614,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,614,192
- Net assets (BOY)
- $18,271,695
Income & contributions
- Employer contributions
- $438,237
- Participant contributions
- $1,467,808
- Total contributions
- $1,906,045
- Total income / additions
- $5,254,107
Expenses & distributions
- Benefits paid
- $869,708
- Administrative expenses
- $40,684
- Total expenses
- $911,610
- Net increase / (decrease)
- $4,342,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Investment Advisors, LLC | SERVICE PROVIDER | $18,449 | $24,566 | 2023 |
| Adp, Inc. | SERVICE PROVIDER | $14,155 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $7,475 | $0 | 2023 |