Plan5500

Conner & Winters, Llp — 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, Conner & Winters, Llp (EIN 73-1388566) is a plan sponsor located in Tulsa, OK with 3 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
73-1388566
Location
Tulsa, OK
Loaded plans
3
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 Conner & Winters, Llp

  • 3 loaded plans hold $96.5M in reported assets.
  • The largest, Conner & Winters 401(K) Retirement Plan, holds 94% of this company's reported plan assets.
  • Plans cover 415 reported participants.
  • 3 of 3 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$96.5MSummed across loaded plans$96,482,251
Total reported assets$96.5M$96,482,251
Total reported participants415
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$96.5M total assets
Net assets$96.5MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$1.5M
Total income / additions$19.4M
Expenses & distributions
Benefits paid / distributions$10.5M
Total expenses$10.6M
Net increase / (decrease)$8.7M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation3 / 3 (100%)

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 assets94%Conner & Winters 401(K) Retirement Plan
Participants per plan138Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Conner & Winters 401(K) Retirement Plan$90.9M
    Plan #001 · 130 participants · 2023
  2. 2
    Conner & Winters Pension Plan$5.3M
    Plan #003 · 146 participants · 2023
  3. 3
    Conner & Winters Welfare Benefits Plan$259.1K
    Plan #507 · 139 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 Conner & Winters, Llp. Open one for its full reported snapshot.

  1. 2023
    Conner & Winters Welfare Benefits Plan139 participants · 2Sch HSch C
    View filing →
  2. 2023
    Conner & Winters Pension Plan146 participants · 2Sch HSch C
    View filing →
  3. 2023
    Conner & Winters 401(K) Retirement Plan130 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Conner & Winters, Llp report on Form 5500?
Conner & Winters, Llp (EIN 73-1388566) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Conner & Winters, Llp?
The Employer Identification Number (EIN) reported for Conner & Winters, Llp is 73-1388566.
What is the latest Form 5500 filing year for Conner & Winters, Llp?
The latest loaded Form 5500 filing year for Conner & Winters, Llp is 2023.

Related Form 5500 pages