2023 Form 5500 filing — Otis Elevator Company Puerto Rico 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 20250715162431NAL0005101666001) for Otis Elevator Company Puerto Rico Pension Plan, reported by Otis Worldwide Corporation under EIN 83-3789412 and plan number 014. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715162431NAL0005101666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otis Worldwide Corporation
- EIN
- 83-3789412
- Plan number
- 014
- Location
- Farmington, CT
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,813,947
- Total liabilities (EOY)
- $48,460
- Net assets (EOY)
- $2,765,487
- Employer contributions
- $358,672
- Total income / additions
- $917,834
- Benefits paid
- $175,369
- Administrative expenses
- $185,130
- Total expenses
- $360,499
- Net increase / (decrease)
- $557,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grant Thornton Llp | NONE | $63,700 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $60,715 | not reported in the loaded dataset |
| Bank Of America | NONE | $9,610 | $0 |