Bokf, N.A.
Tulsa, OK, 74102
- Plans
- 7
- Total participants
- 122,924
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 522110
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 002 | Bok Financial 401(K) Plan | 4,961 |
| 2024 | Form 5500 | 005 | Managed Allocation Portfolio Pooled Investment Trust | — |
| 2024 | Form 5500 | 502 | Bokf, Na Comprehensive Health And Welfare Benefit Plan | 5,067 |
| 2024 | Form 5500 | 503 | Travel Accident Insurance For Bok Financial Employees | 5,067 |
| 2024 | Form 5500 | 506 | Bank Of Oklahoma Financial Severance Plan | 5,067 |
| 2024 | Form 5500 | 507 | Bok Financial Employee Benefit Assistance Plan | 5,067 |
| 2023 | Form 5500 | 002 | Bok Financial 401(K) Plan | 4,860 |
| 2023 | Form 5500 | 005 | Managed Allocation Portfolio Pooled Investment Trust | — |
| 2023 | Form 5500 | 502 | Bokf, Na Comprehensive Health And Welfare Benefit Plan | 4,981 |
| 2023 | Form 5500 | 503 | Travel Accident Insurance For Bok Financial Employees | 4,981 |
| 2023 | Form 5500 | 506 | Bank Of Oklahoma Financial Severance Plan | 4,981 |
| 2023 | Form 5500 | 507 | Bok Financial Employee Benefit Assistance Plan | 4,981 |
| 2022 | Form 5500 | 002 | Bok Financial 401(K) Plan | 4,716 |
| 2022 | Form 5500 | 003 | Bok Financial Pension Plan | 0 |
| 2022 | Form 5500-SF | 003 | Bok Financial Pension Plan | 0 |
| 2022 | Form 5500 | 005 | Managed Allocation Portfolio Pooled Investment Trust | — |
| 2022 | Form 5500 | 502 | Bokf, Na Comprehensive Health And Welfare Benefit Plan | 4,798 |
| 2022 | Form 5500 | 503 | Travel Accident Insurance For Bok Financial Employees | 4,798 |
| 2022 | Form 5500 | 506 | Bank Of Oklahoma Financial Severance Plan | 4,798 |
| 2022 | Form 5500 | 507 | Bok Financial Employee Benefit Assistance Plan | 4,798 |
| 2021 | Form 5500 | 002 | Bok Financial 401(K) Plan | 4,633 |
| 2021 | Form 5500 | 003 | Bok Financial Pension Plan | 512 |
| 2021 | Form 5500 | 005 | Managed Allocation Portfolio Pooled Investment Trust | — |
| 2021 | Form 5500 | 502 | Bokf, Na Comprehensive Health And Welfare Benefit Plan | 4,728 |
| 2021 | Form 5500 | 503 | Travel Accident Insurance For Bok Financial Employees | 4,728 |
| 2021 | Form 5500 | 506 | Bank Of Oklahoma Financial Severance Plan | 4,728 |
| 2021 | Form 5500 | 507 | Bok Financial Employee Benefit Assistance Plan | 4,728 |
| 2020 | Form 5500 | 002 | Bok Financial 401(K) Plan | 4,806 |
| 2020 | Form 5500 | 003 | Bok Financial Pension Plan | 584 |
| 2020 | Form 5500 | 005 | Managed Allocation Portfolio Pooled Investment Trust | — |
| 2020 | Form 5500 | 502 | Bokf, Na Comprehensive Health And Welfare Benefit Plan | 4,889 |
| 2020 | Form 5500 | 503 | Travel Accident Insurance For Bok Financial Employees | 4,889 |
| 2020 | Form 5500 | 506 | Bank Of Oklahoma Financial Severance Plan | 4,889 |
| 2020 | Form 5500 | 507 | Bok Financial Employee Benefit Assistance Plan | 4,889 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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