Oklahoma Operating Engineers Welfare Plan — Form 5500 plan (Trustees Oklahoma Operating Engineers Welfare Plan)
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 Operating Engineers Welfare Plan is a benefit plan reported by Trustees Oklahoma Operating Engineers Welfare Plan under EIN 73-0790052 and plan number 501. The latest loaded filing year is 2023. The filing reports 499 participants and $27,915,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Oklahoma Operating Engineers Welfare Plan
- EIN
- 73-0790052
- Plan number
- 501
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $27,915,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20250612115737NAL0047552098002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,915,919
- Total liabilities (EOY)
- $3,138,766
- Net assets (EOY)
- $24,777,153
- Net assets (BOY)
- $22,366,299
Income & contributions
- Employer contributions
- $7,021,306
- Participant contributions
- $111,241
- Total contributions
- $7,132,547
- Total income / additions
- $10,493,347
Expenses & distributions
- Benefits paid
- $7,537,895
- Administrative expenses
- $544,598
- Total expenses
- $8,082,493
- Net increase / (decrease)
- $2,410,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $203,832 | $0 | 2023 |
| Blue Cross Blue Shield Of Illinois | NONE | $61,044 | $0 | 2023 |
| Rbc Wealth Management | NONE | $56,419 | not reported in the loaded dataset | 2023 |
| Conner & Winters Llp | NONE | $50,927 | not reported in the loaded dataset | 2023 |
| Ryan Benefits, Inc. | NONE | $44,257 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $44,183 | not reported in the loaded dataset | 2023 |
| Needles & Associates LLC | NONE | $41,792 | not reported in the loaded dataset | 2023 |
| Inetico, LLC D/B/A Valenz Care | NONE | $16,028 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $13,947 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $11,033 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $8,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Oklahoma Operating Engineers Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Zenith American Solutions — Schedule C compensation
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Conner & Winters Llp — Schedule C compensation
- Ryan Benefits, Inc. — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Needles & Associates LLC — Schedule C compensation
- Inetico, LLC D/B/A Valenz Care — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation