Plan5500

Utility Tri-State, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Utility Tri-State, Inc. (EIN 73-1312253) is a plan sponsor located in Tulsa, OK with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
73-1312253
Location
Tulsa, OK
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Utility Tri-State, Inc.

  • 7 loaded plans hold $7.7M in reported assets.
  • The largest, Utility Tri-State 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 899 reported participants.
  • 1 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,682,885
Total reported assets$7.7M$7,682,885
Total reported participants899
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$881.6K
Participant contributions$1.2M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$262.5K
Total expenses$266.9K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Utility Tri-State 401(K) Plan
Participants per plan128Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Utility Tri-State 401(K) Plan$7.7M
    Plan #001 · 201 participants · 2023
  2. 2
    Utility Tri-State, Inc Welfare Plannot reported in the loaded dataset
    Plan #501 · 183 participants · 2023
  3. 3
    Utility Tri-State, Inc. Dental Plannot reported in the loaded dataset
    Plan #502 · 115 participants · 2023
  4. 4
    Utility Tri-State, Inc. Vision Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
  5. 5
    Utility Tri-State, Inc. Life Plannot reported in the loaded dataset
    Plan #504 · 100 participants · 2023
  6. 6
    Utility Tri-State, Inc. Ltd Plannot reported in the loaded dataset
    Plan #505 · 100 participants · 2023
  7. 7
    Utility Tri-State, Inc. Std Plannot reported in the loaded dataset
    Plan #506 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Utility Tri-State, Inc.. Open one for its full reported snapshot.

  1. 2023
    Utility Tri-State, Inc. Welfare Plan100 participants · 2No schedules
    View filing →
  2. 2023
    Utility Tri-State, Inc. Dental Plan100 participants · 2No schedules
    View filing →
  3. 2023
    Utility Tri-State, Inc. Vision Plan100 participants · 2No schedules
    View filing →
  4. 2023
    Utility Tri-State, Inc. Life Plan100 participants · 2No schedules
    View filing →
  5. 2023
    Utility Tri-State, Inc. Ltd Plan100 participants · 2No schedules
    View filing →
  6. 2023
    Utility Tri-State, Inc. Std Plan100 participants · 2No schedules
    View filing →
  7. 2023
    Utility Tri-State, Inc. Welfare Plan100 participants · 2No schedules
    View filing →
  8. 2023
    Utility Tri-State, Inc. Dental Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Utility Tri-State, Inc. report on Form 5500?
Utility Tri-State, Inc. (EIN 73-1312253) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Utility Tri-State, Inc.?
The Employer Identification Number (EIN) reported for Utility Tri-State, Inc. is 73-1312253.
What is the latest Form 5500 filing year for Utility Tri-State, Inc.?
The latest loaded Form 5500 filing year for Utility Tri-State, Inc. is 2023.

Related Form 5500 pages