Plan5500

Otter Tail Corporation Pension Plan — Form 5500 plan (Otter Tail Corporation)

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, Otter Tail Corporation Pension Plan is a benefit plan reported by Otter Tail Corporation under EIN 27-0383995 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,284 participants and $331,964,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Otter Tail Corporation
EIN
27-0383995
Plan number
006
Plan type
2
Location
Fergus Falls, MN
Latest filing year
2023
Participants
1,284
End-of-year plan assets
$331,964,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,284H, C20241014111421NAL0014824115002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$331,964,251
Net assets (EOY)
$331,964,251
Net assets (BOY)
$315,223,261

Income & contributions

Total income / additions
$36,239,944

Expenses & distributions

Benefits paid
$17,455,252
Administrative expenses
$2,043,702
Total expenses
$19,498,954
Net increase / (decrease)
$16,740,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Investments CompanyNONE$814,639not reported in the loaded dataset2023
MercerNONE$267,131not reported in the loaded dataset2023

Related Form 5500 pages