Otg Health And Welfare Benefit Plan — Form 5500 plan (Otg Management, LLC)

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, Otg Health And Welfare Benefit Plan is a benefit plan reported by Otg Management, LLC under EIN 27-4175739 and plan number 510. The latest loaded filing year is 2023. The filing reports 4,131 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants4.1KCovered participants reported4,131
Assets / participantNot reported
Provider compensation$162.6K2 Schedule C provider row(s)$162,580
Plan sponsor
Otg Management, LLC
EIN
27-4175739
Plan number
510
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,131 participants · 2Sch C
    View filing →

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $143.3K
  2. 2
    BROKER · Direct $0 · Indirect $19.3K

What to inspect next

Frequently asked questions

Who sponsors the Otg Health And Welfare Benefit Plan?
Otg Health And Welfare Benefit Plan is reported as sponsored by Otg Management, LLC (EIN 27-4175739, plan number 510) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Otg Health And Welfare Benefit Plan?
The latest Form 5500 filing year loaded for Otg Health And Welfare Benefit Plan is 2023.
How many participants does Otg Health And Welfare Benefit Plan report?
Otg Health And Welfare Benefit Plan reports 4,131 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Otg Health And Welfare Benefit Plan?
End-of-year plan assets for Otg Health And Welfare Benefit Plan are not reported in the loaded dataset.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages