# Oge Energy Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/oge-energy-corp-731481638-501

> Oge Energy Corp.'s Health & Welfare plan: 2,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oge Energy Corp.

- **Sponsor EIN:** 731481638

- **Sponsor Address:** P.O. BOX 321, M/C 710, OKLAHOMA CITY, OK, 731010321

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,167

- **Total Assets:** $31.7M

## 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|2,167|$31.7M|$26.4M|$9.1M|

| 2023|2,204|$34.3M|$24.2M|$9.8M|

| 2022|2,046|$34.2M|$20.1M|$8.4M|

## 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|

| PRINCIPAL BANK|Custodian / Trustee|$600,414|—|$600,414|

| ENERGY INSURANCE SERVICES INC.|Other Service Provider|$38,614|—|$38,614|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $639,028

- **Estimated Expense Ratio:** 2.017% 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|$644,989|—|$644,989|—|—|

| 2023|$532,447|—|$532,447|—|—|

| 2022|$87,159|—|$87,159|—|—|

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