2023 Form 5500 filing — Oneok, Inc. Employees Retiree Medical Benefit Trust
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 20241003141720NAL0010656097001) for Oneok, Inc. Employees Retiree Medical Benefit Trust, reported by Oneok, Inc. under EIN 36-4090934 and plan number 529. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141720NAL0010656097001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Oneok, Inc.
- EIN
- 36-4090934
- Plan number
- 529
- Location
- Tulsa, OK
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,520,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,520,000
- Employer contributions
- $365,400
- Total income / additions
- $2,543,400
- Benefits paid
- $0
- Administrative expenses
- $320,783
- Total expenses
- $320,783
- Net increase / (decrease)
- $2,222,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $81,780 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $52,504 | not reported in the loaded dataset |
| United Healthcare | NONE | $38,984 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $17,515 | not reported in the loaded dataset |
| Aon | NONE | $10,000 | not reported in the loaded dataset |