CHOCTAW NATION OF OKLAHOMA 401(k) Plan
What public Form 5500 filings show about the CHOCTAW NATION OF OKLAHOMA 401(k) plan — and how to find and check your own account.
The CHOCTAW NATION OF OKLAHOMA 401(k) on its latest Form 5500
CHOCTAW NATION OF OKLAHOMA (EIN 73-0717979) reports CHOCTAW NATION OF OKLAHOMA THRIFT PLAN on its most recent Form 5500, with $424.7M in plan assets across 13,025 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CHOCTAW NATION OF OKLAHOMA filing — schedules, fees, and providers.
Who runs the CHOCTAW NATION OF OKLAHOMA 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CHOCTAW NATION OF OKLAHOMA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, ROSE ROCK CPAS, CIGNA HEALTH & LIFE INS CO, HOLMES MURPHY & ASSOCIATES.
How to check your CHOCTAW NATION OF OKLAHOMA 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask CHOCTAW NATION OF OKLAHOMA HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).