Oklahoma State University Foundation 403(B) Retirement Plan — Form 5500 plan (Oklahoma State University Foundation)
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 State University Foundation 403(B) Retirement Plan is a benefit plan reported by Oklahoma State University Foundation under EIN 73-6097060 and plan number 003. The latest loaded filing year is 2023. The filing reports 337 participants and $40,531,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oklahoma State University Foundation
- EIN
- 73-6097060
- Plan number
- 003
- Plan type
- 2
- Location
- Stillwater, OK
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $40,531,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20250324131207NAL0009204627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,531,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,531,723
- Net assets (BOY)
- $35,475,318
Income & contributions
- Employer contributions
- $1,496,798
- Participant contributions
- $1,157,221
- Total contributions
- $2,774,955
- Total income / additions
- $7,700,020
Expenses & distributions
- Benefits paid
- $2,600,232
- Administrative expenses
- $43,383
- Total expenses
- $2,643,615
- Net increase / (decrease)
- $5,056,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $43,383 | $0 | 2023 |