Delaware Nation Companies Retirement Savings Plan — Form 5500 plan (Delaware Nation Economic Development Authority)
Plain-English plan 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, Delaware Nation Companies Retirement Savings Plan is a benefit plan reported by Delaware Nation Economic Development Authority under EIN 27-3276198 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $28,439,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware Nation Economic Development Authority
- EIN
- 27-3276198
- Plan number
- 001
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $28,439,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241015180613NAL0017016739002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,439,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,439,908
- Net assets (BOY)
- $19,768,074
Income & contributions
- Employer contributions
- $1,263,608
- Participant contributions
- $4,940,121
- Total contributions
- $7,560,735
- Total income / additions
- $11,303,537
Expenses & distributions
- Benefits paid
- $2,516,240
- Administrative expenses
- $115,463
- Total expenses
- $2,631,703
- Net increase / (decrease)
- $8,671,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,994 | $0 | 2023 |
| Cambridge Investment .00 Research I | INVESTMENT ADVISOR | $24,720 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,082 | $0 | 2023 |
| Tristar Pension,Ltd | CONTRACT ADMIN/TPA | $12,436 | $5,000 | 2023 |
| John Jones Dba Scissortail .00 Exec | INVESTMENT ADVISOR | $9,287 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delaware Nation Economic Development Authority
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Cambridge Investment .00 Research I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Tristar Pension,Ltd — Schedule C compensation
- John Jones Dba Scissortail .00 Exec — Schedule C compensation