Oge Energy Corp. Employees' Stock Ownership And Retirement Savings 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. Employees' Stock Ownership And Retirement Savings Plan is a benefit plan reported by Oge Energy Corp. under EIN 73-1481638 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,361 participants and $706,160,619 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
003
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
3,361
End-of-year plan assets
$706,160,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,361H, C20241010085504NAL0009835331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$706,160,619
Net assets (EOY)
$706,160,619
Net assets (BOY)
$632,977,924

Income & contributions

Employer contributions
$18,925,876
Participant contributions
$25,896,528
Total contributions
$48,771,162
Total income / additions
$143,883,381

Expenses & distributions

Benefits paid
$70,386,489
Administrative expenses
$314,197
Total expenses
$70,700,686
Net increase / (decrease)
$73,182,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$275,543not reported in the loaded dataset2023
Fidelity Investments InstitutionalTRUSTEE/RECORDKEEPER$39,069$02023

Related Form 5500 pages