# Bancfirst Health & Welfare Plan
Source: https://planprovider.pro/companies/bancfirst-731221379-501

> Bancfirst's Health & Welfare plan: 1,764 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bancfirst

- **Sponsor EIN:** 731221379

- **Sponsor Address:** PO BOX 26788, OKLAHOMA CITY, OK, 73126

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,764

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,764|$5.4M|$14.0M|$5.7M|

| 2023|1,504|$4.7M|$12.2M|$5.0M|

| 2022|1,504|$5.5M|$11.5M|$4.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KEMPTON GROUP ADMINISTRATORS INC|Other Service Provider|$321,296|—|$321,296|

| MARSH & MCLENNAN|Other Service Provider|$48,000|—|$48,000|

| ISOLVED BENEFIT SERVICES|Other Service Provider|$15,501|—|$15,501|

| FINLEY & COOK, PLLC|Other Service Provider|$13,414|—|$13,414|

| LEWIS ELLIS ACTUARIES|Other Service Provider|$5,200|—|$5,200|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $403,411

- **Estimated Expense Ratio:** 7.406% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,442,507|—|$1,709,755|—|—|

| 2023|$2,339,996|—|$1,643,436|—|—|

| 2022|$2,035,326|—|—|—|$1,472,893|

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