2023 Form 5500 filing — Oklahoma Christian University Defined Contribution Retirement 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 20240917102258NAL0001680131001) for Oklahoma Christian University Defined Contribution Retirement Plan, reported by Oklahoma Christian University under EIN 73-0555460 and plan number 001. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917102258NAL0001680131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oklahoma Christian University
- EIN
- 73-0555460
- Plan number
- 001
- Location
- Edmond, OK
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,550,139
- Net assets (EOY)
- $50,550,139
- Employer contributions
- $858,519
- Participant contributions
- $1,286,942
- Total income / additions
- $9,035,834
- Benefits paid
- $4,829,097
- Administrative expenses
- $72,918
- Total expenses
- $4,907,563
- Net increase / (decrease)
- $4,128,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $71,810 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |