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  2. OKLAHOMA MEDICAL RESEARCH FOUNDATION
Sponsor portfolioTH

OKLAHOMA MEDICAL RESEARCH FOUNDATION

EIN 73-0580274-research-Latest filing 2025
Plans
3
Retirement
2
$159.3M assets
Welfare
1
$419K premiums
Participants
2,170
825 NE 13TH STREET - OKLAHOMA CITY, OK 73104405-271-7421omrf.orgLinkedIn201-500 employeesresearch
Plans on this EIN
3 filings
#002MoneyPurchase-$99.9M - 1,031 part#005403b-$59.4M - 586 part#501Mixed-$419K - 548 lives

Retirement portfolio analytics

2 plans aggregated / $159.3M assets / 1,617 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • FOR FULL-TIME EMPLOYEES (#002)63%
  • SUPPLEMENTAL RETIREMENT PLAN (#005)37%
Total $159.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $159.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR FULL-TIME EMPLOYEES (#002)1,031
  • SUPPLEMENTAL RETIREMENT PLAN (#005)586
Total 1,617Click row to drill in

Benefits portfolio analytics

1 plan / $419K premiums / 548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$365K
  • Life$336K
  • Short-term disability$336K
  • Long-term disability$336K
  • Vision$54K
Total $419K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • STANDARD INSURANCE COMPANY80%
  • VISION SERVICE PLAN13%
  • JANUS ASSOCIATES, INC. DBA BHS7%
Total $419K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEES

MoneyPurchase

Assets$99.9M
Participants1,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN

403b

Assets$59.4M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OMRF GROUP BENEFIT PLAN EMPLOYEE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$419K
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEESMoneyPurchase$99.9M1,0312025
005OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN403b$59.4M5862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OMRF GROUP BENEFIT PLAN EMPLOYEE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$419K5482025
Retirement plans
Welfare plans
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