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Original filing (PDF)20250613134656NAL0015715315001
OKLAHOMA EDUCATION ASSOCIATION
Form 5500-SF
FILING_RECEIVED
OKLAHOMA EDUCATION ASSOCIATION RETIREMENT PLAN
Defined-benefit pension plan
Active participants
43
Accounts w/ balance
0
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OKLAHOMA EDUCATION ASSOCIATION.
Plan sponsor
Name
OKLAHOMA EDUCATION ASSOCIATION
EIN
73-0384310
Address
323 EAST MADISON · P.O. BOX 18485 · OKLAHOMA CITY, OK · 731543117
Phone
(405) 528-7785
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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