2023 Form 5500 filing — Oklahoma Blood Institute 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 20241011145229NAL0037275200001) for Oklahoma Blood Institute 401(K) Plan, reported by Oklahoma Blood Institute under EIN 73-1008735 and plan number 001. It reports 1,059 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)$43.3MReported net assets$43,268,515
Participants1.1K1,059
Provider compensation$88.3K4 Schedule C row(s)$88,329
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011145229NAL0037275200001
Plan sponsor
Oklahoma Blood Institute
EIN
73-1008735
Plan number
001
Location
Oklahoma City, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$43.3M total assets
Net assets$43.3MLiabilities$0
Money in vs. money out
Total income / additions$12.2M
Total expenses$6.6M
Benefits paid / distributions$6.5M
Contributions
Employer$1.3M
Participant$2.7M
Full reported line items
Total assets (EOY)
$43,268,515
Total liabilities (EOY)
$0
Net assets (EOY)
$43,268,515
Employer contributions
$1,313,129
Participant contributions
$2,706,981
Total income / additions
$12,150,509
Benefits paid
$6,504,188
Administrative expenses
$71,016
Total expenses
$6,597,136
Net increase / (decrease)
$5,553,373
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50K · Indirect $0
  2. 2
    ADVISOR · Direct $21K
  3. 3
    ADVISOR · Direct $8.7K
  4. 4
    3(38) INVESTMENT MANAGER · Direct $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011145229NAL0037275200001 cover?
It is the 2023 Form 5500 filing for Oklahoma Blood Institute 401(K) Plan, reported by Oklahoma Blood Institute (EIN 73-1008735).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages