2023 Form 5500 filing — Oklahoma Surgical Hospital, LLC 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 20240814104831NAL0006746691001) for Oklahoma Surgical Hospital, LLC 401(K) Plan, reported by Oklahoma Surgical Hospital, LLC under EIN 73-1573733 and plan number 002. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814104831NAL0006746691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oklahoma Surgical Hospital, LLC
- EIN
- 73-1573733
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,375,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,375,697
- Employer contributions
- $871,921
- Participant contributions
- $1,550,862
- Total income / additions
- $7,160,105
- Benefits paid
- $2,149,428
- Administrative expenses
- $4,661
- Total expenses
- $2,218,634
- Net increase / (decrease)
- $4,941,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Benefits Group, LLC | TPA | $0 | $21,030 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,137 | $0 |
| Empower Annuity Ins. Co. Of America | INVESTMENT MGMT | $6,136 | $0 |