Plan5500

Chickasaw Nation Governmental Enterprises 401(K) Plan — Form 5500 plan (Chickasaw Nation)

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, Chickasaw Nation Governmental Enterprises 401(K) Plan is a benefit plan reported by Chickasaw Nation under EIN 73-1374986 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,682 participants and $327,448,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chickasaw Nation
EIN
73-1374986
Plan number
002
Plan type
2
Location
Ada, OK
Latest filing year
2023
Participants
8,682
End-of-year plan assets
$327,448,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,682H, C20240809121619NAL0003284211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$327,448,097
Total liabilities (EOY)
$0
Net assets (EOY)
$327,448,097
Net assets (BOY)
$267,356,796

Income & contributions

Employer contributions
$15,014,291
Participant contributions
$18,963,643
Total contributions
$34,688,647
Total income / additions
$81,368,318

Expenses & distributions

Benefits paid
$21,063,007
Administrative expenses
$214,010
Total expenses
$21,277,017
Net increase / (decrease)
$60,091,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$214,010not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$48,211not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages