2023 Form 5500 filing — Choctaw Nation Of Oklahoma Thrift 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 20241004081229NAL0005515075001) for Choctaw Nation Of Oklahoma Thrift Plan, reported by Choctaw Nation Of Oklahoma under EIN 73-0717979 and plan number 001. It reports 14,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004081229NAL0005515075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Choctaw Nation Of Oklahoma
- EIN
- 73-0717979
- Plan number
- 001
- Location
- Durant, OK
- Participants
- 14,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $359,242,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $359,242,935
- Employer contributions
- $21,229,065
- Participant contributions
- $31,067,282
- Total income / additions
- $98,334,386
- Benefits paid
- $28,881,988
- Administrative expenses
- $538,610
- Total expenses
- $29,473,936
- Net increase / (decrease)
- $68,860,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $318,964 | $0 |
| Rose Rock Cpas, Pllc | ACCOUNTANT | $18,000 | not reported in the loaded dataset |