Oklahoma Electric Cooperative Retiree Welfare Benefit Plan — Form 5500 plan (Oklahoma Electric Cooperative)
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, Oklahoma Electric Cooperative Retiree Welfare Benefit Plan is a benefit plan reported by Oklahoma Electric Cooperative under EIN 73-0382745 and plan number 526. The latest loaded filing year is 2023. The filing reports 283 participants and $32,646,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oklahoma Electric Cooperative
- EIN
- 73-0382745
- Plan number
- 526
- Plan type
- 2
- Location
- Norman, OK
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $32,646,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015174154NAL0016981635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,646,432
- Total liabilities (EOY)
- $814,561
- Net assets (EOY)
- $31,831,871
- Net assets (BOY)
- $28,938,715
Income & contributions
- Employer contributions
- $4,103,609
- Participant contributions
- $506,612
- Total contributions
- $4,610,221
- Total income / additions
- $8,123,097
Expenses & distributions
- Benefits paid
- $4,899,706
- Administrative expenses
- $330,235
- Total expenses
- $5,229,941
- Net increase / (decrease)
- $2,893,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kempton Group Adminstrators | NONE | $194,768 | not reported in the loaded dataset | 2023 |
| Healthcare Highways | NONE | $48,659 | not reported in the loaded dataset | 2023 |
| Hub International Mid-America | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Medcom Care Management | NONE | $36,809 | not reported in the loaded dataset | 2023 |
| Payer Compass | NONE | $12,501 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oklahoma Electric Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Norman, OK
- Kempton Group Adminstrators — Schedule C compensation
- Healthcare Highways — Schedule C compensation
- Hub International Mid-America — Schedule C compensation
- Medcom Care Management — Schedule C compensation
- Payer Compass — Schedule C compensation