2023 Form 5500 filing — Otis R. Bowen Center 403(B) 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 20241008160116NAL0016999585001) for Otis R. Bowen Center 403(B) Plan, reported by Otis R. Bowen Center For Human Services, Inc. under EIN 35-1057889 and plan number 003. It reports 1,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160116NAL0016999585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otis R. Bowen Center For Human Services, Inc.
- EIN
- 35-1057889
- Plan number
- 003
- Location
- Warsaw, IN
- Participants
- 1,685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,017,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,017,569
- Employer contributions
- $705,134
- Participant contributions
- $1,938,898
- Total income / additions
- $6,005,250
- Benefits paid
- $1,903,032
- Administrative expenses
- $138,142
- Total expenses
- $2,067,881
- Net increase / (decrease)
- $3,937,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $126,592 | $0 |
| Retirement Plan Concepts & Svcs | RECORDKEEPER | $26,845 | not reported in the loaded dataset |