Search public Form 5500 filings

21 results

Companies

planManaged Allocation Portfolio Pooled Investment TrustFinancial statement2023 filing
Sponsor: Bokf, NaEIN: 73-0780382Plan: 005Participants: not reported in the loaded datasetAssets: $1,112,882,479Location: Tulsa, OKLatest: 2023
planBok Financial 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Bokf, NaEIN: 73-0780382Plan: 002Participants: 6,347Assets: $1,048,169,756Location: Tulsa, OKLatest: 2023
planBokf, Na Comprehensive Health And Welfare Benefit Plan2023 filing
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 502Participants: 4,798Assets: not reported in the loaded datasetLocation: Tulsa, OKLatest: 2023
planTravel Accident Insurance For Bok Financial Employees2023 filing
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 503Participants: 4,798Assets: not reported in the loaded datasetLocation: Tulsa, OKLatest: 2023
planBank Of Oklahoma Financial Severance Plan2023 filing
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 506Participants: 4,798Assets: not reported in the loaded datasetLocation: Tulsa, OKLatest: 2023
planBok Financial Employee Benefit Assistance Plan2023 filing
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 507Participants: 4,798Assets: not reported in the loaded datasetLocation: Tulsa, OKLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Bok Financial 401(K) Plan
Sponsor: Bokf, NaEIN: 73-0780382Plan: 002Ack ID: 20240718085514NAL0005505681001
filing2023 Form 5500 — Managed Allocation Portfolio Pooled Investment Trust
Sponsor: Bokf, NaEIN: 73-0780382Plan: 005Ack ID: 20240724143652NAL0008267123001
filing2023 Form 5500 — Bokf, Na Comprehensive Health And Welfare Benefit Plan
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 502Ack ID: 20241010154337NAL0020458049001
filing2023 Form 5500 — Travel Accident Insurance For Bok Financial Employees
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 503Ack ID: 20240717113426NAL0002454691001
filing2023 Form 5500 — Bank Of Oklahoma Financial Severance Plan
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 506Ack ID: 20240717113319NAL0002453715001
filing2023 Form 5500 — Bok Financial Employee Benefit Assistance Plan
Sponsor: Bokf, N.A.EIN: 73-0780382Plan: 507Ack ID: 20240717113148NAL0004300865001