2023 Form 5500 filing — Oklahoma Iron Workers Direct Contribution Plan And Trust
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 20241010114933NAL0009960147001) for Oklahoma Iron Workers Direct Contribution Plan And Trust, reported by Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust under EIN 73-6278639 and plan number 001. It reports 4,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114933NAL0009960147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Oklahoma Iron Workers Direct Contribution Plan And Trust
- EIN
- 73-6278639
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 4,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,549,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,549,137
- Employer contributions
- $2,666,199
- Total income / additions
- $8,605,157
- Benefits paid
- $4,434,765
- Administrative expenses
- $422,598
- Total expenses
- $4,857,363
- Net increase / (decrease)
- $3,747,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Needles & Associates, LLC | NONE | $26,775 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $7,630 | not reported in the loaded dataset |
| Monaghan Warrick King | NONE | $5,760 | not reported in the loaded dataset |