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Original filing (PDF)20240520175440NAL0000750419001
UTILITY TRI-STATE, INC.
Form 5500
FILING_RECEIVED
UTILITY TRI-STATE, INC. LTD PLAN
Health & welfare plan
Signals · 3
Late filing · 19.2 moNo auditor on fileNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 19.2 months past the 10.5-month grace window.
- 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 UTILITY TRI-STATE, INC..
Plan sponsor
Name
UTILITY TRI-STATE, INC.
EIN
73-1312253
Address
2704 EAST 21ST STREET · TULSA, OK · 74114
Phone
(479) 226-8865
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2023
Plan year begin
2020-12-01
Tax period
2021-11-30
Filed
2024-05-20
Welfare benefit codes
4H · Long-Term Disability
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.
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