2023 Form 5500 filing — Otterbein Homes 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 20241015114029NAL0016246227001) for Otterbein Homes Retirement Plan, reported by Otterbein Seniorlife under EIN 31-0549058 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114029NAL0016246227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otterbein Seniorlife
- EIN
- 31-0549058
- Plan number
- 001
- Location
- Lebanon, OH
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,713,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,713,473
- Employer contributions
- $555,000
- Participant contributions
- $0
- Total income / additions
- $2,021,919
- Benefits paid
- $112,121
- Administrative expenses
- $45,046
- Total expenses
- $157,167
- Net increase / (decrease)
- $1,864,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Associates | NONE | $12,128 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $10,731 | $0 |