Plan5500

Otelco Telephone LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Otelco Telephone LLC (EIN 52-2126398) is a plan sponsor located in Oneonta, AL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-2126398
Location
Oneonta, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Otelco Telephone LLC

  • 3 loaded plans hold $33.2M in reported assets.
  • The largest, Otelco Telephone LLC Savings Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,954 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.2MSummed across loaded plans$33,169,017
Total reported assets$33.2M$33,169,017
Total reported participants2K1,954
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.2M total assets
Net assets$33.2MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.5M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Otelco Telephone LLC Savings Trust
Participants per plan651Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Otelco Telephone LLC Savings Trust$33.2M
    Plan #001 · 694 participants · 2023
  2. 2
    Otelco Telephone Healthcare Plannot reported in the loaded dataset
    Plan #503 · 630 participants · 2023
  3. 3
    Otelco Telephone LLCnot reported in the loaded dataset
    Plan #504 · 630 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Otelco Telephone LLC. Open one for its full reported snapshot.

  1. 2023
    Otelco Telephone LLC630 participants · 2No schedules
    View filing →
  2. 2023
    Otelco Telephone Healthcare Plan630 participants · 2No schedules
    View filing →
  3. 2023
    Otelco Telephone LLC Savings Trust694 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Otelco Telephone LLC report on Form 5500?
Otelco Telephone LLC (EIN 52-2126398) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Otelco Telephone LLC?
The Employer Identification Number (EIN) reported for Otelco Telephone LLC is 52-2126398.
What is the latest Form 5500 filing year for Otelco Telephone LLC?
The latest loaded Form 5500 filing year for Otelco Telephone LLC is 2023.

Related Form 5500 pages