2023 Form 5500 filing — Oklahoma Operating Engineers Welfare 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 20250612115737NAL0047552098002) for Oklahoma Operating Engineers Welfare Plan, reported by Trustees Oklahoma Operating Engineers Welfare Plan under EIN 73-0790052 and plan number 501. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$24.8MReported net assets$24,777,153
Participants499
Provider compensation$552.3K11 Schedule C row(s)$552,262
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250612115737NAL0047552098002
- Plan sponsor
- Trustees Oklahoma Operating Engineers Welfare Plan
- EIN
- 73-0790052
- Plan number
- 501
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.9M total assets
Net assets$24.8MLiabilities$3.1M
Full reported line items
- Total assets (EOY)
- $27,915,919
- Total liabilities (EOY)
- $3,138,766
- Net assets (EOY)
- $24,777,153
- Employer contributions
- $7,021,306
- Participant contributions
- $111,241
- Total income / additions
- $10,493,347
- Benefits paid
- $7,537,895
- Administrative expenses
- $544,598
- Total expenses
- $8,082,493
- Net increase / (decrease)
- $2,410,854
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11