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Original filing (PDF)20251001163314NAL0006027779001
MEDALLION OPERATING COMPANY, LLC
Form 5500
FILING_RECEIVED
MEDALLION 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
120
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT A (extraction pending)]" is 100% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDALLION OPERATING COMPANY, LLC.
Plan sponsor
Name
MEDALLION OPERATING COMPANY, LLC
EIN
45-4004852
Address
100 W. FIFTH STREET · TULSA, OK · 74103
Phone
(918) 588-7000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ONEOK, INC. BENEFIT PLAN ADMIN COMM C/O ONEOK, INC. HUMAN RESOURCES DE
EIN
73-0998781
City
TULSA, OK
Phone
(918) 588-7000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-30
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $6K | — |
Investments
1 pooled fund· $13.9M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $13.9M | 94.7% |
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