Back to filter
Original filing (PDF)20250722142554NAL0006332642001
BOKF, N.A.
Form 5500
FILING_RECEIVED
BOK FINANCIAL EMPLOYEE BENEFIT ASSISTANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
5,067
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 BOKF, N.A..
Plan sponsor
Name
BOKF, N.A.
EIN
73-0780382
Address
P.O. BOX 2300 · TULSA, OK · 74102
Phone
(918) 588-6000
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
507
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Commercial Banking plans
FRISKA, LLC
FRISKA, LLC 401(K) PLAN
$0
DEPOSIT ONLINE L.L.C
DEPOSIT ONLINE L.L.C 401(K) PLAN
$0 · 3 participants
1ST SECURITY BANK OF WASHINGTON
FS BANCORP, INC/ EMPLOYEE STOCK OWNERSHIP PLAN
$0
HARFORD BANK
HARFORD BANK HEALTH AND WELFARE BENEFIT PLAN
$0 · 71 participants
CAPTEX BANCSHARES, INC.
CAPTEX BANCSHARES, INC. 401(K) PLAN
$0
COMMUNITY STATE BANK
COMMUNITY STATE BANK 401(K) PLAN
$0
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B