2023 Form 5500 filing — Ottawa University Dc 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 20241015150157NAL0014909411001) for Ottawa University Dc Plan, reported by Ottawa University under EIN 48-0543772 and plan number 001. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150157NAL0014909411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ottawa University
- EIN
- 48-0543772
- Plan number
- 001
- Location
- Ottawa, KS
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,535,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,535,436
- Employer contributions
- $307,277
- Participant contributions
- $1,426,268
- Total income / additions
- $7,188,070
- Benefits paid
- $3,570,181
- Administrative expenses
- $63,523
- Total expenses
- $3,638,112
- Net increase / (decrease)
- $3,549,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $63,523 | $0 |
| Mariner Wealth Advisors | ADVISOR | $36,434 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $4,710 | not reported in the loaded dataset |