How big is Otter TAIL Corporation's plan?

Otter TAIL Corporation's plan reported $328.8M in assets and 280 participants for 2024.

Original filing (PDF)20251014141211NAL0003124945002

Otter TAIL Corporation

Name: Otter TAIL Corporation — Otter TAIL Corporation, Form 5500 (2024)
Creator: Otter TAIL Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Otter TAIL Corporation Pension Plan

Defined-benefit pension plan · Otter TAIL Corporation's Otter TAIL Corporation Pension Plan held $328.8M in plan assets for 280 participants in 2024.

Signals · 2

35% in single holdingNo recordkeeper disclosed

Active participants

280

Accounts w/ balance

—

Plan assets (EOY)

$328.8M

Net assets (EOY)

$328.8M

Plan identifiers

Otter TAIL Corporation's EIN is 27-0383995.

EIN 27-0383995

Plan number 006

Plan year 2024

ACK ID 20251014141211NAL0003124945002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Otter TAIL Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Otter TAIL Corporation's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTTER TAIL CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OTTER TAIL CORPORATION

EIN

all filings

Address

PO BOX 496, 215 S CASCADE STREET · FERGUS FALLS, MN · 565372801

Phone

(218) 739-8220

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS COMPANY	23-1707341	OAKES, PA	NONE	$343K	—
MERCER	13-2834414	MINNEAPOLIS, MN	NONE	$294K	—

Investments

13 direct securities · 1 pooled fund· $326.5M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$285.0M

11 holdings

Common Collective Trusts

$33.6M

1 holding

Mutual Funds

$6.9M

1 holding

Common Collective Trust

$1.1M

1 holding

					% of plan
SEI Institutional Invt Trust Long Duration Credit Fund A Mutual fund	Other securities	—	$155.6M	$114.6M	34.9%
SEI Institutional Invt Trust Intermediate Duration Credit Fund Class A Mutual fund	Other securities	—	$58.6M	$53.1M	16.1%
SEI Institutional Invt Trust Global Managed Volatility Fund Class A Mutual fund	Other securities	—	$50.4M	$47.2M	14.4%
SEI Institutional Managed Trust S&P 500 Index Fund E Mutual fund	Common Collective Trusts	—	$24.7M	$33.6M	10.2%
SEI Institutional Invt Trust World Equity EX-US F A Mutual fund	Other securities	—	$23.0M	$23.1M	7.0%
SEI Institutional Invt Trust Small/Mid Cap Equity A Mutual fund	Other securities	—	$14.1M	$13.0M	4.0%
U.S. Treasury Strips 11/15/53 U.S. government security	Other securities	—	$13.5M	$12.2M	3.7%
SEI Institutional Invt Trust Dynamic Asset Allocation A Mutual fund	Other securities	—	$9.9M	$10.1M	3.1%
s * SEI Institutional Invt Trust High Yield Bond Fund A Mutual fund	Mutual Funds	—	$8.0M	$6.9M	2.1%
U.S. Treasury Strips 8/15/33 U.S. government security	Other securities	—	$6.5M	$6.5M	2.0%
U.S. Treasury Strips 8/15/38 U.S. government security	Other securities	—	$4.0M	$3.8M	1.1%
U.S. Treasury Strips 5/15/43 U.S. government security	Other securities	—	$1.2M	$1.1M	0.3%
SEI ENERGY DEBT SEI TRUST COMPANY · EIN 47-4093583 / PN 082	Common Collective Trust	—	$833K	$1.1M	0.3%
U.S. Government Securities U.S. Treasury Strips 8/15/31 U.S. government security	Other securities	—	$379K	$380K	0.1%