2023 Form 5500 filing — Otterbein University Tax Deferred Annuity And Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930065119NAL0009768528001) for Otterbein University Tax Deferred Annuity And Defined Contribution Retirement Plan, reported by Otterbein University under EIN 31-4379532 and plan number 001. It reports 1,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930065119NAL0009768528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otterbein University
- EIN
- 31-4379532
- Plan number
- 001
- Location
- Westerville, OH
- Participants
- 1,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,906,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,906,392
- Employer contributions
- $1,768,004
- Participant contributions
- $2,475,503
- Total income / additions
- $20,563,314
- Benefits paid
- $8,388,515
- Administrative expenses
- $128,485
- Total expenses
- $8,517,000
- Net increase / (decrease)
- $12,046,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins And Annuity Assoc | CONTRACT ADMINISTRATOR | $85,462 | $0 |
| Planpilot, LLC | INVESTMENT ADVISOR | $28,966 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | AUDITOR | $12,775 | not reported in the loaded dataset |