401k Plan data: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN plan

OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 401k Plan overview

Plan Name	OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN
Plan identification number	014

OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)). U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

OTIS WORLDWIDE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: OTIS WORLDWIDE CORPORATION

Employer identification number (EIN): 833789412

NAIC Classification: 336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
014 2022-10-01
014 2021-10-01
014 2020-10-01
014 2019-10-01
014 2018-10-01

Plan Statistics for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

401k plan membership statisitcs for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Measure Date Value
2023: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2023 401k membership
Market value of plan assets 2023-09-30 2,124,906
Acturial value of plan assets 2023-09-30 2,337,397
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 1,370,449
Number of terminated vested participants 2023-09-30 43
Fundng target for terminated vested participants 2023-09-30 564,071
Active participant vested funding target 2023-09-30 650,758
Number of active participants 2023-09-30 28
Total funding liabilities for active participants 2023-09-30 662,185
Total participant count 2023-09-30 120
Total funding target for all participants 2023-09-30 2,596,705
Balance at beginning of prior year after applicable adjustments 2023-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-09-30 0
Prefunding balanced used to offset prior years funding requirement 2023-09-30 0
Amount remaining of carryover balance 2023-09-30 0
Amount remaining of prefunding balance 2023-09-30 0
Present value of excess contributions 2023-09-30 165,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 174,977
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-09-30 0
Reductions in caryover balances due to elections or deemed elections 2023-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-09-30 0
Balance of carryovers at beginning of current year 2023-09-30 0
Balance of prefunding at beginning of current year 2023-09-30 0
Total employer contributions 2023-09-30 305,000
Total employee contributions 2023-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 280,902
Unpaid minimum required contributions for all prior years 2023-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-09-30 0
Remaining amount of unpaid minimum required contributions 2023-09-30 0
Minimum required contributions for current year target normal cost 2023-09-30 129,709
Net shortfall amortization installment of oustanding balance 2023-09-30 259,308
Waiver amortization installment 2023-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 153,672
Carryover balance elected to use to offset funding requirement 2023-09-30 0
Prefunding balance elected to use to offset funding requirement 2023-09-30 0
Additional cash requirement 2023-09-30 153,672
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 280,902
Unpaid minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for all years 2023-09-30 0
2022: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 120
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 33
Number of retired or separated participants receiving benefits 2022-10-01 45
Number of other retired or separated participants entitled to future benefits 2022-10-01 35
Total of all active and inactive participants 2022-10-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 6
Total participants 2022-10-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 1
Market value of plan assets 2022-09-30 2,669,849
Acturial value of plan assets 2022-09-30 2,402,864
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 1,058,309
Number of terminated vested participants 2022-09-30 45
Fundng target for terminated vested participants 2022-09-30 470,361
Active participant vested funding target 2022-09-30 753,626
Number of active participants 2022-09-30 30
Total funding liabilities for active participants 2022-09-30 762,297
Total participant count 2022-09-30 120
Total funding target for all participants 2022-09-30 2,290,967
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 0
Present value of excess contributions 2022-09-30 108,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 114,362
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 0
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 0
Total employer contributions 2022-09-30 180,000
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 165,651
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 110,255
Net shortfall amortization installment of oustanding balance 2022-09-30 0
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 0
Carryover balance elected to use to offset funding requirement 2022-09-30 0
Prefunding balance elected to use to offset funding requirement 2022-09-30 0
Additional cash requirement 2022-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 165,651
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 28
Number of retired or separated participants receiving benefits 2021-10-01 43
Number of other retired or separated participants entitled to future benefits 2021-10-01 42
Total of all active and inactive participants 2021-10-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 7
Total participants 2021-10-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
Market value of plan assets 2021-09-30 2,318,920
Acturial value of plan assets 2021-09-30 2,319,560
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 1,046,411
Number of terminated vested participants 2021-09-30 46
Fundng target for terminated vested participants 2021-09-30 466,857
Active participant vested funding target 2021-09-30 668,918
Number of active participants 2021-09-30 30
Total funding liabilities for active participants 2021-09-30 677,528
Total participant count 2021-09-30 120
Total funding target for all participants 2021-09-30 2,190,796
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 0
Total employer contributions 2021-09-30 113,491
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 108,123
Liquidity shortfalls end of Q1 2021-09-30 0
Liquidity shortfalls end of Q2 2021-09-30 0
Liquidity shortfalls end of Q3 2021-09-30 0
Liquidity shortfalls end of Q4 2021-09-30 0
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 106,672
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 108,123
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 30
Number of retired or separated participants receiving benefits 2020-10-01 40
Number of other retired or separated participants entitled to future benefits 2020-10-01 44
Total of all active and inactive participants 2020-10-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 6
Total participants 2020-10-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
Market value of plan assets 2020-09-30 2,140,984
Acturial value of plan assets 2020-09-30 2,198,500
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 1,115,080
Number of terminated vested participants 2020-09-30 47
Fundng target for terminated vested participants 2020-09-30 605,754
Active participant vested funding target 2020-09-30 566,579
Number of active participants 2020-09-30 35
Total funding liabilities for active participants 2020-09-30 577,924
Total participant count 2020-09-30 126
Total funding target for all participants 2020-09-30 2,298,758
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 7,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 8,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 132,721
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 121,457
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 104,671
Net shortfall amortization installment of oustanding balance 2020-09-30 100,258
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 120,962
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 120,962
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 121,457
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 30
Number of retired or separated participants receiving benefits 2019-10-01 39
Number of other retired or separated participants entitled to future benefits 2019-10-01 46
Total of all active and inactive participants 2019-10-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 5
Total participants 2019-10-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 5
2018: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 35
Number of retired or separated participants receiving benefits 2018-10-01 42
Number of other retired or separated participants entitled to future benefits 2018-10-01 46
Total of all active and inactive participants 2018-10-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 3
Total participants 2018-10-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0

Measure	Date	Value
2023: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2023 401k membership
Market value of plan assets	2023-09-30	2,124,906
Acturial value of plan assets	2023-09-30	2,337,397
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	1,370,449
Number of terminated vested participants	2023-09-30	43
Fundng target for terminated vested participants	2023-09-30	564,071
Active participant vested funding target	2023-09-30	650,758
Number of active participants	2023-09-30	28
Total funding liabilities for active participants	2023-09-30	662,185
Total participant count	2023-09-30	120
Total funding target for all participants	2023-09-30	2,596,705
Balance at beginning of prior year after applicable adjustments	2023-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-09-30	0
Prefunding balanced used to offset prior years funding requirement	2023-09-30	0
Amount remaining of carryover balance	2023-09-30	0
Amount remaining of prefunding balance	2023-09-30	0
Present value of excess contributions	2023-09-30	165,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	174,977
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-09-30	0
Reductions in caryover balances due to elections or deemed elections	2023-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-09-30	0
Balance of carryovers at beginning of current year	2023-09-30	0
Balance of prefunding at beginning of current year	2023-09-30	0
Total employer contributions	2023-09-30	305,000
Total employee contributions	2023-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	280,902
Unpaid minimum required contributions for all prior years	2023-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-09-30	0
Remaining amount of unpaid minimum required contributions	2023-09-30	0
Minimum required contributions for current year target normal cost	2023-09-30	129,709
Net shortfall amortization installment of oustanding balance	2023-09-30	259,308
Waiver amortization installment	2023-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	153,672
Carryover balance elected to use to offset funding requirement	2023-09-30	0
Prefunding balance elected to use to offset funding requirement	2023-09-30	0
Additional cash requirement	2023-09-30	153,672
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	280,902
Unpaid minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for all years	2023-09-30	0
2022: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	120
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	33
Number of retired or separated participants receiving benefits	2022-10-01	45
Number of other retired or separated participants entitled to future benefits	2022-10-01	35
Total of all active and inactive participants	2022-10-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	6
Total participants	2022-10-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	1
Market value of plan assets	2022-09-30	2,669,849
Acturial value of plan assets	2022-09-30	2,402,864
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	1,058,309
Number of terminated vested participants	2022-09-30	45
Fundng target for terminated vested participants	2022-09-30	470,361
Active participant vested funding target	2022-09-30	753,626
Number of active participants	2022-09-30	30
Total funding liabilities for active participants	2022-09-30	762,297
Total participant count	2022-09-30	120
Total funding target for all participants	2022-09-30	2,290,967
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	0
Present value of excess contributions	2022-09-30	108,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	114,362
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	0
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	0
Total employer contributions	2022-09-30	180,000
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	165,651
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	110,255
Net shortfall amortization installment of oustanding balance	2022-09-30	0
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	0
Carryover balance elected to use to offset funding requirement	2022-09-30	0
Prefunding balance elected to use to offset funding requirement	2022-09-30	0
Additional cash requirement	2022-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	165,651
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	28
Number of retired or separated participants receiving benefits	2021-10-01	43
Number of other retired or separated participants entitled to future benefits	2021-10-01	42
Total of all active and inactive participants	2021-10-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	7
Total participants	2021-10-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
Market value of plan assets	2021-09-30	2,318,920
Acturial value of plan assets	2021-09-30	2,319,560
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	1,046,411
Number of terminated vested participants	2021-09-30	46
Fundng target for terminated vested participants	2021-09-30	466,857
Active participant vested funding target	2021-09-30	668,918
Number of active participants	2021-09-30	30
Total funding liabilities for active participants	2021-09-30	677,528
Total participant count	2021-09-30	120
Total funding target for all participants	2021-09-30	2,190,796
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	0
Total employer contributions	2021-09-30	113,491
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	108,123
Liquidity shortfalls end of Q1	2021-09-30	0
Liquidity shortfalls end of Q2	2021-09-30	0
Liquidity shortfalls end of Q3	2021-09-30	0
Liquidity shortfalls end of Q4	2021-09-30	0
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	106,672
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	108,123
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	30
Number of retired or separated participants receiving benefits	2020-10-01	40
Number of other retired or separated participants entitled to future benefits	2020-10-01	44
Total of all active and inactive participants	2020-10-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	6
Total participants	2020-10-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
Market value of plan assets	2020-09-30	2,140,984
Acturial value of plan assets	2020-09-30	2,198,500
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	1,115,080
Number of terminated vested participants	2020-09-30	47
Fundng target for terminated vested participants	2020-09-30	605,754
Active participant vested funding target	2020-09-30	566,579
Number of active participants	2020-09-30	35
Total funding liabilities for active participants	2020-09-30	577,924
Total participant count	2020-09-30	126
Total funding target for all participants	2020-09-30	2,298,758
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	7,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	8,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	132,721
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	121,457
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	104,671
Net shortfall amortization installment of oustanding balance	2020-09-30	100,258
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	120,962
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	120,962
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	121,457
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	30
Number of retired or separated participants receiving benefits	2019-10-01	39
Number of other retired or separated participants entitled to future benefits	2019-10-01	46
Total of all active and inactive participants	2019-10-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	5
Total participants	2019-10-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	5
2018: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	35
Number of retired or separated participants receiving benefits	2018-10-01	42
Number of other retired or separated participants entitled to future benefits	2018-10-01	46
Total of all active and inactive participants	2018-10-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	3
Total participants	2018-10-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0

Financial Data on OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

Measure	Date	Value
2023 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$14,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$45,480
Total income from all sources (including contributions)	2023-09-30	$633,290
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$329,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$161,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$350,000
Value of total assets at end of year	2023-09-30	$2,222,592
Value of total assets at beginning of year	2023-09-30	$1,949,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$167,964
Total interest from all sources	2023-09-30	$16,696
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$28,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$28,899
Administrative expenses professional fees incurred	2023-09-30	$92,202
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$300,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Assets. Other investments not covered elsewhere at end of year	2023-09-30	$1,649,996
Assets. Other investments not covered elsewhere at beginning of year	2023-09-30	$1,532,363
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-09-30	$3,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-09-30	$2,520
Administrative expenses (other) incurred	2023-09-30	$75,762
Liabilities. Value of operating payables at end of year	2023-09-30	$14,440
Liabilities. Value of operating payables at beginning of year	2023-09-30	$45,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$304,180
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$2,208,152
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$1,903,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$376,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$359,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-09-30	$22,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-09-30	$55,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-09-30	$55,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-09-30	$16,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$237,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Contributions received in cash from employer	2023-09-30	$350,000
Employer contributions (assets) at end of year	2023-09-30	$170,000
Employer contributions (assets) at beginning of year	2023-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$161,146
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2023-09-30	366055558
2022 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$45,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$51,020
Total income from all sources (including contributions)	2022-09-30	$-392,879
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$278,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$140,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$45,000
Value of total assets at end of year	2022-09-30	$1,949,452
Value of total assets at beginning of year	2022-09-30	$2,626,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$138,274
Total interest from all sources	2022-09-30	$8,937
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$33,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$33,977
Administrative expenses professional fees incurred	2022-09-30	$104,315
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$300,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Assets. Other investments not covered elsewhere at end of year	2022-09-30	$1,532,363
Assets. Other investments not covered elsewhere at beginning of year	2022-09-30	$2,129,682
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$2,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-30	$2,256
Administrative expenses (other) incurred	2022-09-30	$33,959
Liabilities. Value of operating payables at end of year	2022-09-30	$45,480
Liabilities. Value of operating payables at beginning of year	2022-09-30	$51,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-671,265
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$1,903,972
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$2,575,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$359,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$462,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$55,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$31,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$31,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$8,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-480,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$45,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$140,112
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2022-09-30	366055558
2021 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$51,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$98,898
Total income from all sources (including contributions)	2021-09-30	$604,108
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$253,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$129,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$68,491
Value of total assets at end of year	2021-09-30	$2,626,257
Value of total assets at beginning of year	2021-09-30	$2,323,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$124,138
Total interest from all sources	2021-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$37,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$37,227
Administrative expenses professional fees incurred	2021-09-30	$94,107
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$300,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Assets. Other investments not covered elsewhere at end of year	2021-09-30	$2,129,682
Assets. Other investments not covered elsewhere at beginning of year	2021-09-30	$1,730,607
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-09-30	$2,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-09-30	$2,219
Administrative expenses (other) incurred	2021-09-30	$30,031
Liabilities. Value of operating payables at end of year	2021-09-30	$51,020
Liabilities. Value of operating payables at beginning of year	2021-09-30	$98,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$350,739
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$2,575,237
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$2,224,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$462,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$406,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-09-30	$31,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-09-30	$51,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-09-30	$51,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$498,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$68,491
Employer contributions (assets) at end of year	2021-09-30	$0
Employer contributions (assets) at beginning of year	2021-09-30	$132,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$129,231
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2021-09-30	366055558
2020 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$98,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$13,975
Total income from all sources (including contributions)	2020-09-30	$326,625
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$229,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$112,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$132,721
Value of total assets at end of year	2020-09-30	$2,323,396
Value of total assets at beginning of year	2020-09-30	$2,141,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$116,669
Total interest from all sources	2020-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$41,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$41,721
Administrative expenses professional fees incurred	2020-09-30	$116,669
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$300,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Assets. Other investments not covered elsewhere at end of year	2020-09-30	$1,730,607
Assets. Other investments not covered elsewhere at beginning of year	2020-09-30	$1,699,720
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$2,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$495
Liabilities. Value of operating payables at end of year	2020-09-30	$98,898
Liabilities. Value of operating payables at beginning of year	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$97,262
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$2,224,498
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$2,127,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$406,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$340,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-09-30	$51,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-09-30	$91,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-09-30	$91,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$152,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$132,721
Employer contributions (assets) at end of year	2020-09-30	$132,721
Employer contributions (assets) at beginning of year	2020-09-30	$8,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$112,694
Liabilities. Value of benefit claims payable at end of year	2020-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-09-30	$13,975
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2020-09-30	366055558
2019 : OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$13,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$20,750
Total income from all sources (including contributions)	2019-09-30	$30,260
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$220,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$115,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$8,600
Value of total assets at end of year	2019-09-30	$2,141,211
Value of total assets at beginning of year	2019-09-30	$2,338,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$105,178
Total interest from all sources	2019-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$42,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$42,715
Administrative expenses professional fees incurred	2019-09-30	$83,839
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$90,000,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Assets. Other investments not covered elsewhere at end of year	2019-09-30	$1,699,720
Assets. Other investments not covered elsewhere at beginning of year	2019-09-30	$1,739,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-30	$7,219
Administrative expenses (other) incurred	2019-09-30	$21,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$-190,717
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$2,127,236
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$2,317,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$340,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$354,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-09-30	$91,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-09-30	$46,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-09-30	$46,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$-21,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$8,600
Employer contributions (assets) at end of year	2019-09-30	$8,600
Employer contributions (assets) at beginning of year	2019-09-30	$191,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$115,799
Liabilities. Value of benefit claims payable at end of year	2019-09-30	$13,975
Liabilities. Value of benefit claims payable at beginning of year	2019-09-30	$20,750
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2019-09-30	366055558

Form 5500 Responses for OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN

2022: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	Yes
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: OTIS ELEVATOR COMPANY PUERTO RICO PENSION PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	Yes
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OTIS WORLDWIDE CORPORATION
Employer identification number (EIN):	833789412
NAIC Classification:	336990