The Warren Employees' Retirement Plan — Form 5500 plan (The William K. Warren Foundation)
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, The Warren Employees' Retirement Plan is a benefit plan reported by The William K. Warren Foundation under EIN 73-0609599 and plan number 333. The latest loaded filing year is 2023. The filing reports 135 participants and $29,176,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The William K. Warren Foundation
- EIN
- 73-0609599
- Plan number
- 333
- Plan type
- 3
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $29,176,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241009152204NAL0018639441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,176,698
- Total liabilities (EOY)
- $53,654
- Net assets (EOY)
- $29,123,044
- Net assets (BOY)
- $23,592,013
Income & contributions
- Employer contributions
- $3,852,212
- Total contributions
- $3,852,212
- Total income / additions
- $7,398,780
Expenses & distributions
- Benefits paid
- $1,669,606
- Administrative expenses
- $198,143
- Total expenses
- $1,867,749
- Net increase / (decrease)
- $5,531,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marsh & Mclennan Agency | NONE | $41,810 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $19,208 | not reported in the loaded dataset | 2023 |
| Umb Bank | NONE | $2,276 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The William K. Warren Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Marsh & Mclennan Agency — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Umb Bank — Schedule C compensation