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Original filing (PDF)20251009153614NAL0016499010001
CHEROKEE NATION BUSINESSES, LLC
Form 5500
FILING_RECEIVED
CHEROKEE NATION BUSINESSES, LLC HEALTH AND WELFARE BENEFITS PLAN FOR SCA & DBA OF CHEROKEE FEDERAL
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
272
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Cavanal Hill" is 100% of plan.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEROKEE NATION BUSINESSES, LLC.
Plan sponsor
Name
CHEROKEE NATION BUSINESSES, LLC
EIN
11-3784371
Address
2ND W. 2ND STREET · SUITE 1700 · TULSA, OK · 74103
Phone
(918) 384-5870
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $35K | — |
Investments
1 direct security· $5.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cavanal Hill | — | — | $5.3M | $5.3M | 100.0% |