Oklahoma Christian University Defined Contribution Retirement Plan — Form 5500 plan (Oklahoma Christian University)
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, Oklahoma Christian University Defined Contribution Retirement Plan is a benefit plan reported by Oklahoma Christian University under EIN 73-0555460 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $50,550,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oklahoma Christian University
- EIN
- 73-0555460
- Plan number
- 001
- Plan type
- 2
- Location
- Edmond, OK
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $50,550,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20240917102258NAL0001680131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,550,139
- Net assets (EOY)
- $50,550,139
- Net assets (BOY)
- $46,419,878
Income & contributions
- Employer contributions
- $858,519
- Participant contributions
- $1,286,942
- Total contributions
- $2,242,319
- Total income / additions
- $9,035,834
Expenses & distributions
- Benefits paid
- $4,829,097
- Administrative expenses
- $72,918
- Total expenses
- $4,907,563
- Net increase / (decrease)
- $4,128,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $71,810 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |