2023 Form 5500 filing — Oklahoma State University Foundation 403(B) 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 20250324131207NAL0009204627001) for Oklahoma State University Foundation 403(B) Retirement Plan, reported by Oklahoma State University Foundation under EIN 73-6097060 and plan number 003. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324131207NAL0009204627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oklahoma State University Foundation
- EIN
- 73-6097060
- Plan number
- 003
- Location
- Stillwater, OK
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,531,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,531,723
- Employer contributions
- $1,496,798
- Participant contributions
- $1,157,221
- Total income / additions
- $7,700,020
- Benefits paid
- $2,600,232
- Administrative expenses
- $43,383
- Total expenses
- $2,643,615
- Net increase / (decrease)
- $5,056,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $43,383 | $0 |