Otto Bock Healthcare Lp Retirement Savings Plan — Form 5500 plan (Otto Bock Healthcare North America, Inc.)
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, Otto Bock Healthcare Lp Retirement Savings Plan is a benefit plan reported by Otto Bock Healthcare North America, Inc. under EIN 41-0824465 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,513 participants and $103,629,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otto Bock Healthcare North America, Inc.
- EIN
- 41-0824465
- Plan number
- 001
- Plan type
- 3
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 1,513
- End-of-year plan assets
- $103,629,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,513 | H, C | 20241204142648NAL0004401121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,629,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,629,750
- Net assets (BOY)
- $85,670,670
Income & contributions
- Employer contributions
- $2,660,749
- Participant contributions
- $7,093,367
- Total contributions
- $10,329,326
- Total income / additions
- $25,770,756
Expenses & distributions
- Benefits paid
- $10,129,514
- Administrative expenses
- $94,855
- Total expenses
- $10,228,892
- Net increase / (decrease)
- $15,541,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $68,768 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,986 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$44,899 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otto Bock Healthcare North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Baker Tilly Us, Llp — Schedule C compensation
- Mma Securities — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation