2023 Form 5500 filing — The Warren Employees' 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 20241009152204NAL0018639441001) for The Warren Employees' Retirement Plan, reported by The William K. Warren Foundation under EIN 73-0609599 and plan number 333. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152204NAL0018639441001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The William K. Warren Foundation
- EIN
- 73-0609599
- Plan number
- 333
- Location
- Tulsa, OK
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,176,698
- Total liabilities (EOY)
- $53,654
- Net assets (EOY)
- $29,123,044
- Employer contributions
- $3,852,212
- Total income / additions
- $7,398,780
- Benefits paid
- $1,669,606
- Administrative expenses
- $198,143
- Total expenses
- $1,867,749
- Net increase / (decrease)
- $5,531,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marsh & Mclennan Agency | NONE | $41,810 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $25,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $19,208 | not reported in the loaded dataset |
| Umb Bank | NONE | $2,276 | not reported in the loaded dataset |