Mike Stark, Jr. signed Trustees Oklahoma Operating Engineers Welfare Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees Oklahoma Operating Engineers Welfare Plan's EIN is 73-0790052.
Download the official 2023 Form 5500 (PDF) for Trustees Oklahoma Operating Engineers Welfare Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $204K | — |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $61K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COLUMBIA FDS TR IX STRATEGIC INCOME FD Mutual Fund N/A | Other securities | — | $3.0M | $2.8M | 10.2% | |
| THORNBURG STRATEGIC INCOME Mutual Fund N/A | Other securities | — | $2.8M | $2.8M | 10.2% | |
| COHEN & STEERS PFD SECS & INCOME FD Mutual Fund N/A | Mutual Funds | — | $3.2M | $2.8M | 10.1% | |
| BOND FD AMER INC Mutual Fund N/A | Mutual Funds | — | $2.4M | $2.5M | 9.0% | |
| PGIM TOTAL RETURN BOND FUND Mutual Fund N/A | Other securities | — | $2.9M | $2.5M | 9.0% | |
| Exchange Traded Funds ISHARES CORE DIVIDEND GROWTH ETF Exchange Traded Fund N/A | Other securities | — | $1.7M | $2.3M | 8.3% | |
| VANGUARD GROWTH ETF Exchange Traded Fund N/A | Mutual Funds | — | $1.3M | $2.2M | 7.8% | |
| VANGUARD MID-CAP ETF Exchange Traded Fund N/A | Mutual Funds | — | $1.4M | $1.9M | 6.7% | |
| VANGUARD INDEX FUNDS SMALL-CAP ETF Exchange Traded Fund N/A | Common Collective Trusts | — | $883K | $1.0M | 3.7% | |
| PIMCO STOCKSPLUS INTNL FUND Mutual Fund N/A | Mutual Funds | — | $862K | $925K | 3.3% | |
| Interest Bearing Cash * FIRST FIDELITY BANK Interest Bearing Cash N/A VAR N/A | Mutual Funds | — | $486K | $486K | 1.7% | |
| Money Market Funds FEDERATED HERMES TREASURY OBL Money Market N/A VAR N/A | Cash / Money Market | — | $17K | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Trustees Oklahoma Operating Engineers Welfare Plan's plan includes health coverage, life insurance, dental coverage, vision coverage.
| $56K |
| — |
| CONNER & WINTERS LLP | 73-1388566 | — | NONE | $51K | — |
| RYAN BENEFITS, INC. | 46-1358532 | — | NONE | $44K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $44K | — |
| NEEDLES & ASSOCIATES LLC | 51-0435869 | — | NONE | $42K | — |
| INETICO, LLC D/B/A VALENZ CARE | 36-4869660 | — | NONE | $16K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE | $14K | — |
| SAV-RX PRESCRIPTION SERVICES | 86-1323040 | — | NONE | $11K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $9K | — |
