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OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION, INC. — OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250915154027NAL0001573104007
OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
23
Accounts w/ balance
30
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION, INC.
.
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Plan sponsor
Name
OKLAHOMA STATE SCHOOL BOARDS ASSOCIATION, INC.
EIN
73-6636480
Address
2801 N. LINCOLN BLVD., #125 · OKLAHOMA CITY, OK · 73105
Phone
(405) 528-3571
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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THE WILLIAMS COMPANIES MASTER PENSION TRUST
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