Choctaw Global LLC Contracting Retirement Plan — Form 5500 plan (Choctaw Global, 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, Choctaw Global LLC Contracting Retirement Plan is a benefit plan reported by Choctaw Global, LLC under EIN 82-2045993 and plan number 002. The latest loaded filing year is 2023. The filing reports 509 participants and $12,845,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choctaw Global, LLC
EIN
82-2045993
Plan number
002
Plan type
2
Location
Durant, OK
Latest filing year
2023
Participants
509
End-of-year plan assets
$12,845,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023509H, C20240926105057NAL0000322211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,845,027
Total liabilities (EOY)
$0
Net assets (EOY)
$12,845,027
Net assets (BOY)
$12,549,806

Income & contributions

Employer contributions
$1,244,588
Participant contributions
$1,039,340
Total contributions
$2,286,150
Total income / additions
$4,264,456

Expenses & distributions

Benefits paid
$3,934,313
Administrative expenses
$94,171
Total expenses
$4,028,484
Net increase / (decrease)
$235,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$94,171$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$30,6012023

Related Form 5500 pages