2023 Form 5500 filing — Otter Tail Corporation Pension 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 20241014111421NAL0014824115002) for Otter Tail Corporation Pension Plan, reported by Otter Tail Corporation under EIN 27-0383995 and plan number 006. It reports 1,284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111421NAL0014824115002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otter Tail Corporation
- EIN
- 27-0383995
- Plan number
- 006
- Location
- Fergus Falls, MN
- Participants
- 1,284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $331,964,251
- Net assets (EOY)
- $331,964,251
- Total income / additions
- $36,239,944
- Benefits paid
- $17,455,252
- Administrative expenses
- $2,043,702
- Total expenses
- $19,498,954
- Net increase / (decrease)
- $16,740,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $814,639 | not reported in the loaded dataset |
| Mercer | NONE | $267,131 | not reported in the loaded dataset |