Oklahoma Surgical Hospital, LLC 401(K) Plan — Form 5500 plan (Oklahoma Surgical Hospital, LLC)

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 Surgical Hospital, LLC 401(K) Plan is a benefit plan reported by Oklahoma Surgical Hospital, LLC under EIN 73-1573733 and plan number 002. The latest loaded filing year is 2023. The filing reports 633 participants and $30,375,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oklahoma Surgical Hospital, LLC
EIN
73-1573733
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
633
End-of-year plan assets
$30,375,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20240814104831NAL0006746691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,375,697
Total liabilities (EOY)
$0
Net assets (EOY)
$30,375,697
Net assets (BOY)
$25,434,226

Income & contributions

Employer contributions
$871,921
Participant contributions
$1,550,862
Total contributions
$3,248,938
Total income / additions
$7,160,105

Expenses & distributions

Benefits paid
$2,149,428
Administrative expenses
$4,661
Total expenses
$2,218,634
Net increase / (decrease)
$4,941,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Benefits Group, LLCTPA$0$21,0302023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$6,137$02023
Empower Annuity Ins. Co. Of AmericaINVESTMENT MGMT$6,136$02023

Related Form 5500 pages