Cherokee Nation Businesses LLC 401(K) Plan — Form 5500 plan (Cherokee Nation Businesses, LLC)

Plain-English plan 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, Cherokee Nation Businesses LLC 401(K) Plan is a benefit plan reported by Cherokee Nation Businesses, LLC under EIN 11-3784371 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,155 participants and $401,185,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cherokee Nation Businesses, LLC
EIN
11-3784371
Plan number
001
Plan type
2
Location
Catoosa, OK
Latest filing year
2023
Participants
9,155
End-of-year plan assets
$401,185,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,155H, C20241209113047NAL0010575985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$401,185,898
Total liabilities (EOY)
$12
Net assets (EOY)
$401,185,886
Net assets (BOY)
$320,892,882

Income & contributions

Employer contributions
$25,407,481
Participant contributions
$35,174,459
Total contributions
$67,608,537
Total income / additions
$130,261,414

Expenses & distributions

Benefits paid
$49,698,951
Administrative expenses
$147,257
Total expenses
$49,968,410
Net increase / (decrease)
$80,293,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$127,659$02023
Innovest Portfolio Solutions LLCCONSULTANT$22,500not reported in the loaded dataset2023

Related Form 5500 pages