2023 Form 5500 filing — Midland Retirement 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 20241002093145NAL0004690435001) for Midland Retirement Plan, reported by Midfirst Bank under EIN 73-0383055 and plan number 001. It reports 3,708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002093145NAL0004690435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midfirst Bank
- EIN
- 73-0383055
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 3,708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $406,463,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $406,463,778
- Employer contributions
- $11,543,404
- Participant contributions
- $22,036,898
- Total income / additions
- $97,675,014
- Benefits paid
- $25,772,525
- Administrative expenses
- $323,924
- Total expenses
- $26,091,938
- Net increase / (decrease)
- $71,583,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $245,121 | $0 |
| Callan Associates Inc | CONSULTANT | $53,837 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $26,565 | not reported in the loaded dataset |