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Original filing (PDF)20250612115737NAL0047552098002
TRUSTEES OKLAHOMA OPERATING ENGINEERS WELFARE PLAN
Form 5500
FILING_RECEIVED
OKLAHOMA OPERATING ENGINEERS WELFARE PLAN
Health & welfare plan
Signals · 3
~198 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
532
Accounts w/ balance
—
Plan assets (EOY)
$27.9M
Net assets (EOY)
$24.8M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 198 bps in Schedule C fees — 582% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OKLAHOMA OPERATING ENGINEERS WELFARE PLAN.
Plan sponsor
Name
TRUSTEES OKLAHOMA OPERATING ENGINEERS WELFARE PLAN
EIN
73-0790052
Address
909 S. MERIDIAN AVE., SUITE 580 · OKLAHOMA CITY, OK · 73108
Phone
(405) 488-3452
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
ROYLE VAZQUEZ LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| 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 | $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 | — |
Investments
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.
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