Oral Roberts University Retirement Plan — Form 5500 plan (Oral Roberts University)
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, Oral Roberts University Retirement Plan is a benefit plan reported by Oral Roberts University under EIN 73-0739626 and plan number 001. The latest loaded filing year is 2023. The filing reports 897 participants and $69,532,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oral Roberts University
- EIN
- 73-0739626
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 897
- End-of-year plan assets
- $69,532,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 897 | H, C | 20240725091434NAL0022095056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,532,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,532,126
- Net assets (BOY)
- $63,645,616
Income & contributions
- Employer contributions
- $622,187
- Participant contributions
- $1,897,412
- Total contributions
- $2,626,109
- Total income / additions
- $11,054,341
Expenses & distributions
- Benefits paid
- $5,054,281
- Administrative expenses
- $112,335
- Total expenses
- $5,167,831
- Net increase / (decrease)
- $5,886,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $59,172 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Hogantaylor Llp | NONE | $18,900 | not reported in the loaded dataset | 2023 |