2023 Form 5500 filing — Bok Financial 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718085514NAL0005505681001) for Bok Financial 401(K) Plan, reported by Bokf, Na under EIN 73-0780382 and plan number 002. It reports 6,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718085514NAL0005505681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bokf, Na
- EIN
- 73-0780382
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 6,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,048,169,756
- Total liabilities (EOY)
- $6,905,350
- Net assets (EOY)
- $1,041,264,406
- Employer contributions
- $32,513,087
- Participant contributions
- $42,365,268
- Total income / additions
- $222,978,340
- Benefits paid
- $95,311,050
- Administrative expenses
- $145,916
- Total expenses
- $95,466,371
- Net increase / (decrease)
- $127,511,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE AND SPONSOR | $134,873 | $447 |
| Tl Private Wealth | NONE | $42,731 | not reported in the loaded dataset |
| Burkholder Wealth Management | NONE | $18,082 | not reported in the loaded dataset |