2023 Form 5500 filing — Cherokee Nation Businesses LLC 401(K) 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 20241209113047NAL0010575985001) for Cherokee Nation Businesses LLC 401(K) Plan, reported by Cherokee Nation Businesses, LLC under EIN 11-3784371 and plan number 001. It reports 9,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209113047NAL0010575985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Nation Businesses, LLC
- EIN
- 11-3784371
- Plan number
- 001
- Location
- Catoosa, OK
- Participants
- 9,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,185,898
- Total liabilities (EOY)
- $12
- Net assets (EOY)
- $401,185,886
- Employer contributions
- $25,407,481
- Participant contributions
- $35,174,459
- Total income / additions
- $130,261,414
- Benefits paid
- $49,698,951
- Administrative expenses
- $147,257
- Total expenses
- $49,968,410
- Net increase / (decrease)
- $80,293,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $127,659 | $0 |
| Innovest Portfolio Solutions LLC | CONSULTANT | $22,500 | not reported in the loaded dataset |