2023 Form 5500 filing — Oge Energy Corp. 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 20241010085508NAL0020713921001) for Oge Energy Corp. Retirement Plan, reported by Oge Energy Corp. under EIN 73-1481638 and plan number 001. It reports 2,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010085508NAL0020713921001
Filing year
2023
Form type
2
Plan sponsor
Oge Energy Corp.
EIN
73-1481638
Plan number
001
Location
Oklahoma City, OK
Participants
2,539
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$267,912,652
Total liabilities (EOY)
$14,699,535
Net assets (EOY)
$253,213,117
Employer contributions
$10,000,000
Total income / additions
$41,188,976
Benefits paid
$73,691,122
Administrative expenses
$3,538,589
Total expenses
$77,229,711
Net increase / (decrease)
-$36,040,735
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fid Mgmt Trust CoINVEST MGMT$3,538,589$0

Related Form 5500 pages