Managed Allocation Portfolio Pooled Investment Trust — Form 5500 plan (Bokf, Na)
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, Managed Allocation Portfolio Pooled Investment Trust is a benefit plan reported by Bokf, Na under EIN 73-0780382 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,112,882,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bokf, Na
- EIN
- 73-0780382
- Plan number
- 005
- Plan type
- 4
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,112,882,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240724143652NAL0008267123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,112,882,479
- Total liabilities (EOY)
- $11,109,585
- Net assets (EOY)
- $1,101,772,894
- Net assets (BOY)
- $937,876,437
Income & contributions
- Total contributions
- $0
- Total income / additions
- $156,780,602
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,935,291
- Total expenses
- $2,935,291
- Net increase / (decrease)
- $153,845,311
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.