North Oklahoma County Mental Health Center 403(B) Tax Sheltered Annuity Plan — Form 5500 plan (North Oklahoma County Mental Health Center)
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, North Oklahoma County Mental Health Center 403(B) Tax Sheltered Annuity Plan is a benefit plan reported by North Oklahoma County Mental Health Center under EIN 73-1134098 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $13,532,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Oklahoma County Mental Health Center
- EIN
- 73-1134098
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $13,532,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20241002095638NAL0008626209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,532,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,532,717
- Net assets (BOY)
- $11,240,297
Income & contributions
- Employer contributions
- $662,254
- Participant contributions
- $796,616
- Total contributions
- $1,532,319
- Total income / additions
- $3,562,332
Expenses & distributions
- Benefits paid
- $1,253,791
- Administrative expenses
- $16,121
- Total expenses
- $1,269,912
- Net increase / (decrease)
- $2,292,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plexus Financial Services, LLC | NONE | $21,659 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | -$5,538 | not reported in the loaded dataset | 2023 |