Back to filter
Original filing (PDF)20251218134336NAL0002699059001
A NEW LEAF, INC.
Form 5500
FILING_RECEIVED
A NEW LEAF, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 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 A NEW LEAF, INC..
Plan sponsor
Name
A NEW LEAF, INC.
EIN
73-1042760
Address
8535 NORTH MEMORIAL DRIVE · OWASSO, OK · 74055
Phone
(918) 775-6200
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-18
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
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 Other Services (ex. Public Admin) plans
ALLIANCE FRANCAISE DE WASHINGTON
ALLIANCE FRANCAISE DE WASHINGTON
$0
OUR MILITARY KIDS, INC.
OUR MILITARY KIDS, INC. 403(B) PLAN
$0
JAMES G. SWIFT & ASSOCIATES
JAMES G. SWIFT & ASSOCIATES GCF BENEFIT PLAN
$0
SOUTHWESTERN MACHINE & TOOL WORKS INC
SOUTHWESTERN MACHINE & TOOL WORKS INC GCF BENEFIT PLAN
$0
BETTY AND DAVIS FITZGERALD FOUNDATION, INC.
BETTY AND DAVIS FITZGERALD FOUNDATION, INC.
$0
WRIGHT BROTHERS, INC.
WRIGHT BROTHERS, INC. GCF BENEFIT 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