Plan5500

Otterbein University Tax Deferred Annuity And Defined Contribution Retirement Plan — Form 5500 plan (Otterbein University)

Plain-English plan 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, Otterbein University Tax Deferred Annuity And Defined Contribution Retirement Plan is a benefit plan reported by Otterbein University under EIN 31-4379532 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,251 participants and $122,906,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Otterbein University
EIN
31-4379532
Plan number
001
Plan type
2
Location
Westerville, OH
Latest filing year
2023
Participants
1,251
End-of-year plan assets
$122,906,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,251H, C20240930065119NAL0009768528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,906,392
Total liabilities (EOY)
$0
Net assets (EOY)
$122,906,392
Net assets (BOY)
$110,860,078

Income & contributions

Employer contributions
$1,768,004
Participant contributions
$2,475,503
Total contributions
$4,301,149
Total income / additions
$20,563,314

Expenses & distributions

Benefits paid
$8,388,515
Administrative expenses
$128,485
Total expenses
$8,517,000
Net increase / (decrease)
$12,046,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins And Annuity AssocCONTRACT ADMINISTRATOR$85,462$02023
Planpilot, LLCINVESTMENT ADVISOR$28,966not reported in the loaded dataset2023
Clark, Schaefer, Hackett & Co.AUDITOR$12,775not reported in the loaded dataset2023

Related Form 5500 pages