Original filing (PDF)20250716115159NAL0003153105001

OTSEGO MUTUAL FIRE INSURANCE CO.

Name: OTSEGO MUTUAL FIRE INSURANCE CO. — OTSEGO MUTUAL FIRE INSURANCE COMPANY PENSION PLAN, Form 5500 (2024)
Creator: OTSEGO MUTUAL FIRE INSURANCE CO.

Form 5500-SF

FILING_RECEIVED

OTSEGO MUTUAL FIRE INSURANCE COMPANY PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTSEGO MUTUAL FIRE INSURANCE CO..

Plan sponsor

Name

OTSEGO MUTUAL FIRE INSURANCE CO.

EIN

15-0408660

Address

PO BOX 40 · BURLINGTON FLATS, NY · 133150040

Phone

(607) 965-8211

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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