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Tulsa Bone and Joint Associates Retirement Plan
Tulsa Bone And Joint Associates Retirement Plan is a private sector pension fund based in Tulsa, US. It manages approximately $39 million in assets,...
Overview
Tulsa Bone And Joint Associates Retirement Plan is a private sector pension fund based in Tulsa, US. It manages approximately $39 million in assets, primarily focused on North America.
General information
Firm type
Pension Fund
Year founded
1999
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Tulsa, OK, United States
Sector focus
Frequently asked questions
Who sponsors the Tulsa Bone and Joint Associates Retirement Plan?
Tulsa Bone & Joint Associates, Inc., an orthopaedic medical practice located in Tulsa, Oklahoma, sponsors the plan. The sponsor bears fiduciary responsibility for plan operations under ERISA. The practice is a member of the Tulsa Regional Chamber.
Does the plan invest in alternatives or direct deals?
Insurance company general accounts, which the plan holds, are a conservative fixed-income instrument — not an alternative asset. There is no public record of the plan participating in private equity, venture capital, direct real estate, or hedge fund allocations. Smaller single-employer plans in medical practices rarely access such asset classes through their recordkeeping platforms.
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