Otterbein Homes Retirement Plan — Form 5500 plan (Otterbein Seniorlife)
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, Otterbein Homes Retirement Plan is a benefit plan reported by Otterbein Seniorlife under EIN 31-0549058 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $14,713,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otterbein Seniorlife
- EIN
- 31-0549058
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $14,713,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015114029NAL0016246227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,713,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,713,473
- Net assets (BOY)
- $12,848,721
Income & contributions
- Employer contributions
- $555,000
- Participant contributions
- $0
- Total contributions
- $555,000
- Total income / additions
- $2,021,919
Expenses & distributions
- Benefits paid
- $112,121
- Administrative expenses
- $45,046
- Total expenses
- $157,167
- Net increase / (decrease)
- $1,864,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Associates | NONE | $12,128 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $10,731 | $0 | 2023 |