Oneok, Inc. Employees Retiree Medical Benefit Trust — Form 5500 plan (Oneok, Inc.)
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, Oneok, Inc. Employees Retiree Medical Benefit Trust is a benefit plan reported by Oneok, Inc. under EIN 36-4090934 and plan number 529. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $13,520,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneok, Inc.
- EIN
- 36-4090934
- Plan number
- 529
- Plan type
- 4
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $13,520,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003141720NAL0010656097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,520,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,520,000
- Net assets (BOY)
- $14,772,000
Income & contributions
- Employer contributions
- $365,400
- Total contributions
- $365,400
- Total income / additions
- $2,543,400
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $320,783
- Total expenses
- $320,783
- Net increase / (decrease)
- $2,222,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $81,780 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $52,504 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $38,984 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $17,515 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneok, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Willis Towers Watson Us LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- United Healthcare — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Aon — Schedule C compensation