2023 Form 5500 filing — Oneok, Inc. 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 20241010113152NAL0035571264001) for Oneok, Inc. Retirement Plan, reported by Oneok, Inc. under EIN 73-1520922 and plan number 001. It reports 1,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$334.8MReported net assets$334,796,000
Participants1.5K1,485
Provider compensation$725.1K4 Schedule C row(s)$725,114
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010113152NAL0035571264001
- Plan sponsor
- Oneok, Inc.
- EIN
- 73-1520922
- Plan number
- 001
- Location
- Tulsa, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$334.9M total assets
Net assets$334.8MLiabilities$119K
Full reported line items
- Total assets (EOY)
- $334,915,000
- Total liabilities (EOY)
- $119,000
- Net assets (EOY)
- $334,796,000
- Total income / additions
- $36,167,000
- Benefits paid
- $21,050,000
- Administrative expenses
- $1,836,000
- Total expenses
- $22,886,000
- Net increase / (decrease)
- $13,281,000
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment Consult. | NONE | $386,417 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $283,621 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $29,275 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $25,801 | not reported in the loaded dataset |