Plan5500

Open Sky Community Services, Inc. Tax-Deferred Annuity Plan — Form 5500 plan (Open Sky Community Services, Inc.)

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, Open Sky Community Services, Inc. Tax-Deferred Annuity Plan is a benefit plan reported by Open Sky Community Services, Inc. under EIN 04-2587863 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,723 participants and $32,440,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Open Sky Community Services, Inc.
EIN
04-2587863
Plan number
001
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
1,723
End-of-year plan assets
$32,440,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,723H, C20241007150811NAL0007711779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,440,130
Total liabilities (EOY)
$0
Net assets (EOY)
$32,440,130
Net assets (BOY)
$27,613,567

Income & contributions

Employer contributions
$641,738
Participant contributions
$2,047,243
Total contributions
$2,772,668
Total income / additions
$6,902,946

Expenses & distributions

Benefits paid
$1,969,421
Administrative expenses
$106,962
Total expenses
$2,076,383
Net increase / (decrease)
$4,826,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationPLAN ADMINISTRATOR$96,840not reported in the loaded dataset2023
Angell Pension Group, Inc.SERVICE PROVIDER$10,122not reported in the loaded dataset2023

Related Form 5500 pages