Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
403b
CashBalance
401k
CashBalance
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | 403b | $1.12B | 18,131 | 2024 | |
| 001 | INTEGRIS HEALTH, INC. RETIREMENT PLAN A | CashBalance | $422.8M | 5,696 | 2024 | |
| 003 | 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | 401k | $297.2M | 15,443 | 2024 | |
| 004 | INTEGRIS HEALTH, INC RETIREMENT PLAN B | CashBalance | $27.4M | 1,788 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTEGRIS HEALTH FLEXIBLE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11.1M | 7,312 | 2024 |