Plan5500

Bok Financial 401(K) Plan — Form 5500 plan (Bokf, Na)

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, Bok Financial 401(K) Plan is a benefit plan reported by Bokf, Na under EIN 73-0780382 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,347 participants and $1,048,169,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bokf, Na
EIN
73-0780382
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
6,347
End-of-year plan assets
$1,048,169,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,347H, C20240718085514NAL0005505681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,048,169,756
Total liabilities (EOY)
$6,905,350
Net assets (EOY)
$1,041,264,406
Net assets (BOY)
$913,752,437

Income & contributions

Employer contributions
$32,513,087
Participant contributions
$42,365,268
Total contributions
$80,638,291
Total income / additions
$222,978,340

Expenses & distributions

Benefits paid
$95,311,050
Administrative expenses
$145,916
Total expenses
$95,466,371
Net increase / (decrease)
$127,511,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE AND SPONSOR$134,873$4472023
Tl Private WealthNONE$42,731not reported in the loaded dataset2023
Burkholder Wealth ManagementNONE$18,082not reported in the loaded dataset2023

Related Form 5500 pages