Original filing (PDF)20250617104928NAL0000874547001

OKLAHOMA EDUCATORS CREDIT UNION

Name: OKLAHOMA EDUCATORS CREDIT UNION — OKLAHOMA EDUCATORS CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: OKLAHOMA EDUCATORS CREDIT UNION

Form 5500

FILING_RECEIVED

OKLAHOMA EDUCATORS CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OKLAHOMA EDUCATORS CREDIT UNION.

Plan sponsor

Name

OKLAHOMA EDUCATORS CREDIT UNION

EIN

73-0742019

Address

4001 NW EXPRESSWAY · OKLAHOMA CITY, OK · 73116

Phone

(405) 722-2234

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.6M

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.

			% of plan
FUTURE FUNDS SERIES ACCT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003	Pooled Separate Account	$1.6M	100.0%

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