Otis College Of Art And Design 403(B) Retirement Plan — Form 5500 plan (Otis College Of Art And Design)
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 College Of Art And Design 403(B) Retirement Plan is a benefit plan reported by Otis College Of Art And Design under EIN 13-2981115 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,005 participants and $49,766,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otis College Of Art And Design
- EIN
- 13-2981115
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,005
- End-of-year plan assets
- $49,766,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,005 | H, C | 20241014103140NAL0045626912002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,766,910
- Net assets (EOY)
- $49,766,910
- Net assets (BOY)
- $43,497,858
Income & contributions
- Employer contributions
- $1,453,376
- Participant contributions
- $1,782,099
- Total contributions
- $3,579,541
- Total income / additions
- $10,366,956
Expenses & distributions
- Benefits paid
- $3,976,942
- Administrative expenses
- $120,962
- Total expenses
- $4,097,904
- Net increase / (decrease)
- $6,269,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keefer Pension Consulting Inc. | CONSULTING | $68,635 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $52,327 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otis College Of Art And Design
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Keefer Pension Consulting Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation