2023 Form 5500 filing — Ohio Transmission Holding LLC 401(K) 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 20241015150556NAL0014918227001) for Ohio Transmission Holding LLC 401(K) Plan, reported by Ohio Transmission Holding LLC under EIN 31-0655871 and plan number 004. It reports 2,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$137.1MReported net assets$137,138,841
Participants2.2K2,160
Provider compensation$271.5K3 Schedule C row(s)$271,467
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150556NAL0014918227001
Plan sponsor
Ohio Transmission Holding LLC
EIN
31-0655871
Plan number
004
Location
Columbus, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$137.1M total assets
Net assets$137.1MLiabilities$0
Money in vs. money out
Total income / additions$37.7M
Total expenses$18.7M
Benefits paid / distributions$18.4M
Contributions
Employer$3.8M
Participant$11.8M
Full reported line items
Total assets (EOY)
$137,138,841
Total liabilities (EOY)
$0
Net assets (EOY)
$137,138,841
Employer contributions
$3,848,678
Participant contributions
$11,840,216
Total income / additions
$37,692,633
Benefits paid
$18,377,953
Administrative expenses
$271,467
Total expenses
$18,676,252
Net increase / (decrease)
$19,016,381
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $130.6K · Indirect $0
  2. 2
    ADVISOR · Direct $73.6K
  3. 3
    ADVISOR · Direct $67.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150556NAL0014918227001 cover?
It is the 2023 Form 5500 filing for Ohio Transmission Holding LLC 401(K) Plan, reported by Ohio Transmission Holding LLC (EIN 31-0655871).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages