Plan5500

Pension Plan For Ots, Inc. — Form 5500 plan (Oahu Transit 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, Pension Plan For Ots, Inc. is a benefit plan reported by Oahu Transit Services, Inc. under EIN 99-0292265 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $31,315,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oahu Transit Services, Inc.
EIN
99-0292265
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
204
End-of-year plan assets
$31,315,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241216142132NAL0002402320002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,315,856
Total liabilities (EOY)
$5,972
Net assets (EOY)
$31,309,884
Net assets (BOY)
$24,706,241

Income & contributions

Employer contributions
$6,643,124
Total contributions
$6,643,124
Total income / additions
$10,341,954

Expenses & distributions

Benefits paid
$3,585,594
Administrative expenses
$152,717
Total expenses
$3,738,311
Net increase / (decrease)
$6,603,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Hawaiian BankTRUSTEE$49,246not reported in the loaded dataset2023
Honolulu Actuarial ConsultantsACTUARIAL$26,136not reported in the loaded dataset2023

Related Form 5500 pages