Arvest Bank Group Employees Health Benefit Plan — Form 5500 plan (Arvest Bank)
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, Arvest Bank Group Employees Health Benefit Plan is a benefit plan reported by Arvest Bank under EIN 71-0118700 and plan number 504. The latest loaded filing year is 2023. The filing reports 5,677 participants and $5,705,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arvest Bank
- EIN
- 71-0118700
- Plan number
- 504
- Plan type
- 2
- Location
- Lowell, AR
- Latest filing year
- 2023
- Participants
- 5,677
- End-of-year plan assets
- $5,705,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,677 | H, C | 20241010140615NAL0010091331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,705,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,705,973
- Net assets (BOY)
- $9,509,512
Income & contributions
- Employer contributions
- $35,495,703
- Participant contributions
- $14,959,808
- Total contributions
- $50,455,511
- Total income / additions
- $51,282,279
Expenses & distributions
- Benefits paid
- $51,560,847
- Administrative expenses
- $3,524,971
- Total expenses
- $55,085,818
- Net increase / (decrease)
- -$3,803,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $3,101,759 | $41,512 | 2023 |
| Delta Dental Plan Of Arkansas | NONE | $240,596 | not reported in the loaded dataset | 2023 |
| Rxbenefits | NONE | $218,798 | not reported in the loaded dataset | 2023 |
| Prudentrx LLC | NONE | $83,595 | not reported in the loaded dataset | 2023 |
| Optum Financial | NONE | $39,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arvest Bank
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Lowell, AR
- Umr, Inc. — Schedule C compensation
- Delta Dental Plan Of Arkansas — Schedule C compensation
- Rxbenefits — Schedule C compensation
- Prudentrx LLC — Schedule C compensation
- Optum Financial — Schedule C compensation