2023 Form 5500 filing — Delaware Nation Companies Retirement Savings 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 20241015180613NAL0017016739002) for Delaware Nation Companies Retirement Savings Plan, reported by Delaware Nation Economic Development Authority under EIN 27-3276198 and plan number 001. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180613NAL0017016739002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Delaware Nation Economic Development Authority
- EIN
- 27-3276198
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,439,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,439,908
- Employer contributions
- $1,263,608
- Participant contributions
- $4,940,121
- Total income / additions
- $11,303,537
- Benefits paid
- $2,516,240
- Administrative expenses
- $115,463
- Total expenses
- $2,631,703
- Net increase / (decrease)
- $8,671,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,994 | $0 |
| Cambridge Investment .00 Research I | INVESTMENT ADVISOR | $24,720 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,082 | $0 |
| Tristar Pension,Ltd | CONTRACT ADMIN/TPA | $12,436 | $5,000 |
| John Jones Dba Scissortail .00 Exec | INVESTMENT ADVISOR | $9,287 | not reported in the loaded dataset |