2023 Form 5500 filing — Chickasaw Nation Governmental Enterprises 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809121619NAL0003284211001) for Chickasaw Nation Governmental Enterprises 401(K) Plan, reported by Chickasaw Nation under EIN 73-1374986 and plan number 002. It reports 8,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809121619NAL0003284211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chickasaw Nation
- EIN
- 73-1374986
- Plan number
- 002
- Location
- Ada, OK
- Participants
- 8,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $327,448,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $327,448,097
- Employer contributions
- $15,014,291
- Participant contributions
- $18,963,643
- Total income / additions
- $81,368,318
- Benefits paid
- $21,063,007
- Administrative expenses
- $214,010
- Total expenses
- $21,277,017
- Net increase / (decrease)
- $60,091,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $214,010 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $48,211 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |