Bok Financial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bok Financial is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $413,047 and reported indirect compensation totals $20,143.
Reported compensation summary
- Reported direct compensation
- $413,047
- Reported indirect compensation
- $20,143
- Total reported compensation
- $433,190
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| New Mexico Electricians Retirement Benefit Fund | NM | 1 | $264,335 |
| Matrix Service Company | OK | 1 | $70,000 |
| Clarion Events, Inc. | OK | 1 | $37,500 |
| Orion | TX | 1 | $32,997 |
| Food Service Holdings, LLC | CO | 1 | $20,143 |
| Leevers Supermarkets, Inc. | CO | 1 | $8,215 |
State footprint
Plans reporting Bok Financial are sponsored in CO (2), OK (2), NM (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| New Mexico Electricians Retirement Benefit Fund | New Mexico Electricians Retirement Benefit Fund | 2023 | $264,335 | not reported in the loaded dataset |
| Matrix Service Company | Matrix Service Company 401(K) Savings Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Clarion Events, Inc. | Clarion Events, Inc. 401(K) Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Orion | Orion 401(K) Retirement Plan | 2023 | $32,997 | not reported in the loaded dataset |
| Food Service Holdings, LLC | Food Service Holdings 401k Plan | 2023 | $0 | $20,143 |
| Leevers Supermarkets, Inc. | Leevers Supermarkets, Inc. & Affiliated Corporation P/S 401(K) Plan | 2023 | $8,215 | not reported in the loaded dataset |
Related Form 5500 pages
- New Mexico Electricians Retirement Benefit Fund (plan 001)
- New Mexico Electricians Retirement Benefit Fund — all reported plans
- Matrix Service Company 401(K) Savings Plan (plan 001)
- Matrix Service Company — all reported plans
- Clarion Events, Inc. 401(K) Plan (plan 001)
- Clarion Events, Inc. — all reported plans
- Orion 401(K) Retirement Plan (plan 002)
- Orion — all reported plans
- Food Service Holdings 401k Plan (plan 001)
- Food Service Holdings, LLC — all reported plans
- Leevers Supermarkets, Inc. & Affiliated Corporation P/S 401(K) Plan (plan 001)
- Leevers Supermarkets, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources