Plan5500

Oge Energy Corp. Retirement Plan — Form 5500 plan (Oge Energy Corp.)

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, Oge Energy Corp. Retirement Plan is a benefit plan reported by Oge Energy Corp. under EIN 73-1481638 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,539 participants and $267,912,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oge Energy Corp.
EIN
73-1481638
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
2,539
End-of-year plan assets
$267,912,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,539H, C20241010085508NAL0020713921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$267,912,652
Total liabilities (EOY)
$14,699,535
Net assets (EOY)
$253,213,117
Net assets (BOY)
$289,253,852

Income & contributions

Employer contributions
$10,000,000
Total contributions
$10,000,000
Total income / additions
$41,188,976

Expenses & distributions

Benefits paid
$73,691,122
Administrative expenses
$3,538,589
Total expenses
$77,229,711
Net increase / (decrease)
-$36,040,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Mgmt Trust CoINVEST MGMT$3,538,589$02023

Related Form 5500 pages