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Original filing (PDF)20251015144107NAL0005161041001
CONNER & WINTERS, LLP
Form 5500
FILING_RECEIVED
CONNER & WINTERS WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
100% in single holding~49885 bps in Sched C feesNo recordkeeper disclosed
Active participants
137
Accounts w/ balance
—
Plan assets (EOY)
$110K
Net assets (EOY)
$110K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Arvest general account Interest-bearing bank account" is 100% of plan.
- 49885 bps in Schedule C fees — 31473% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNER & WINTERS, LLP.
Plan sponsor
Name
CONNER & WINTERS, LLP
EIN
73-1388566
Address
4100 FIRST PLACE TOWER · 15 E 5TH ST., SUITE 4100 · TULSA, OK · 74103
Phone
(918) 586-5711
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
507
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF OKLAHOMA | 36-1236610 | TULSA, OK | NONE | $550K | — |
Investments
1 direct security· $110K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Arvest general account Interest-bearing bank account | — | — | — | $110K | 100.0% |
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