2023 Form 5500 filing — Oge Energy Corp. Employees' Stock Ownership And Retirement Savings 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 20241010085504NAL0009835331001) for Oge Energy Corp. Employees' Stock Ownership And Retirement Savings Plan, reported by Oge Energy Corp. under EIN 73-1481638 and plan number 003. It reports 3,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085504NAL0009835331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oge Energy Corp.
- EIN
- 73-1481638
- Plan number
- 003
- Location
- Oklahoma City, OK
- Participants
- 3,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $706,160,619
- Net assets (EOY)
- $706,160,619
- Employer contributions
- $18,925,876
- Participant contributions
- $25,896,528
- Total income / additions
- $143,883,381
- Benefits paid
- $70,386,489
- Administrative expenses
- $314,197
- Total expenses
- $70,700,686
- Net increase / (decrease)
- $73,182,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $275,543 | not reported in the loaded dataset |
| Fidelity Investments Institutional | TRUSTEE/RECORDKEEPER | $39,069 | $0 |