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Original filing (PDF)20251015102956NAL0005960608001
UNIT CORPORATION
Form 5500
FILING_RECEIVED
UNIT CORPORATION EMPLOYEES' THRIFT PLAN
401(k) retirement plan
Active participants
645
Accounts w/ balance
754
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIT CORPORATION.
Plan sponsor
Name
UNIT CORPORATION
EIN
73-1283193
Address
8200 SOUTH UNIT DR · TULSA, OK · 741325300
Phone
(918) 493-7700
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
Investments
22 direct securities · 7 pooled funds· $58.1M(100% of reported assets)
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.
Uncategorized
$41.4M
22 holdings
Common Collective Trust
$16.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $6.4M | 11.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.0M | 10.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $4.3M | 7.7% | |
| New York Life Insurance Company New York Life Anchor Account | — | — | — | $4.3M | 7.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $4.2M | 7.4% | |
| NT S&P 400 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Common Collective Trust | — | — | $3.6M | 6.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.3M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.9M | 5.1% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.7M | 4.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.2M | 3.9% | |
| BlackRock Mid Cap Growth Equity L1 | — | — | — | $1.6M | 2.8% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.5M | 2.7% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | — | — | — | $1.5M | 2.7% | |
| Northern Trust Russell 2000 Index Fund | — | — | — | $1.5M | 2.6% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| MFS Value R6 Fund | — | — | — | $1.4M | 2.6% | |
| Allspring Special Small Cap Value R6 Fund | — | — | — | $1.3M | 2.4% | |
| Party-in-Interest Identity of Issue, Borrower, Maturity Date, Rate of Interest, Collateral, (d) (e) Identification Lessor, or Similar Party and Par or Maturity Value Cost Current Value Mutual funds JPMorgan Mid Cap Value Fund L | — | — | — | $977K | 1.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $857K | 1.5% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $747K | 1.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $728K | 1.3% | |
| Principal Small Cap Growth Fund I Class R6 Fund | — | — | — | $600K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $242K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $229K | 0.4% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $137K | 0.2% | |
| Fully benefit-responsive investment contracts Principal Life Insurance Company Guaranteed Interest Balance Contract | — | — | — | $123K | 0.2% | |
| Unit Corporation Unit Corporation Warrants | — | — | — | $60K | 0.1% |
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