Choctaw Nation Of Oklahoma Thrift Plan — Form 5500 plan (Choctaw Nation Of Oklahoma)

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, Choctaw Nation Of Oklahoma Thrift Plan is a benefit plan reported by Choctaw Nation Of Oklahoma under EIN 73-0717979 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,288 participants and $359,242,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choctaw Nation Of Oklahoma
EIN
73-0717979
Plan number
001
Plan type
2
Location
Durant, OK
Latest filing year
2023
Participants
14,288
End-of-year plan assets
$359,242,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,288H, C20241004081229NAL0005515075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$359,242,935
Total liabilities (EOY)
$0
Net assets (EOY)
$359,242,935
Net assets (BOY)
$290,382,485

Income & contributions

Employer contributions
$21,229,065
Participant contributions
$31,067,282
Total contributions
$53,985,406
Total income / additions
$98,334,386

Expenses & distributions

Benefits paid
$28,881,988
Administrative expenses
$538,610
Total expenses
$29,473,936
Net increase / (decrease)
$68,860,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$318,964$02023
Rose Rock Cpas, PllcACCOUNTANT$18,000not reported in the loaded dataset2023

Related Form 5500 pages