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Retirement plan

INTEGRIS HEALTH, INC. RETIREMENT PLAN

INTEGRIS HEALTH, INC.EIN 73-1192764Plan #001PY 2017
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5300 N. INDEPENDENCE AVE.,, SUITE 130 - OKLAHOMA CITY, OK 73112405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
2 filings
#002Retirement-$641.3M assets#003Retirement-$78.7M assets
Prospect flagsLow participationLow employer contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(405) 949-4045
Plan administrator entity
RETIREMENT COMMITTEE INTEGRIS HEALTH, INC.
EIN 731037878
3400 N.W. ESPRESSWAY, SUITE 3200 · OKLAHOMA CITY, OK 73112
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Summary metrics

Total assets (EOY)
$410.7M
-4.5% from 2017
Total participants
8,985
+7.1% from 2017
Average account balance
$0
No prior year
Annual return
11.69%
-13.38 pp from 2017

Benchmarks

See 168 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort168 peers
Snapshot2017
Participant deferral / active EE
$0
median $1
Employer contribution / active EE
$1,413
median $4,462
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
11.69%
median 12.92%
Overall peer rank
16th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$422.77M
Average account balance
Total assets / participants with a balance (line 6g)
$74K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,635
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$22.30M
Contributions per participant
Average employer and participant contribution per enrolled participant
$21K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.47%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 9 by compensation
ProviderService typeCompensation
VULCAN VALUE PARTNERS2+ years
Service code 28 · EIN 39-2051712
Investment Management
$623,587
BUCK CONSULTANTS, LLC2+ years
Service code 11 · EIN 13-3954297
Actuarial
$534,496
GARCIA HAMILTON & ASSOCIATES LP2+ years
Service code 28 · EIN 76-0589652
Investment Management
$313,104
EMERALD ADVISERS INC2+ years
Service code 28
P.O. BOX 10666 · LANCASTER, PA 17605
Investment Management
$159,625
BANK OF OKLAHOMA2+ years
Service code 21 · EIN 72-0780382
Bank Trustee
$137,747
CONDUENT HR CONSULTING LLC1 year
Service code 11 · EIN 13-3954297
Actuarial
$131,664
KPMG LLP2+ years
Service code 10 · EIN 13-5565207
Accounting
$79,655
MONROE VOS SECURITIES GROUP, INC.2+ years
Service code 33 · EIN 76-0505838
Investment management fees paid direc...
$50,533
MCAFEE & TAFT1 year
Service code 28
211 N. ROBINSON · OKLAHOMA CITY, OK 731027103
Investment Management
$15,276

Enrolled actuary

1 attachment
SB

AMY HATTON

CONDUENT HR CONSULTING
Enrollment #1706709
9800 CENTRE PARKWAY, FLOOR 10
HOUSTON, TX 77036
(713) 429-9741
Signed 2018-03-26

Top hat statement on fileNQDC

Filed October 10, 2025 (most recent of 10 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
3001 Quail Springs Parkway
Oklahoma City, OK 73134
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • INTEGRIS Health ELT Severance Plan9 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A1C1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$8.8M
$2647 / participant
  • Investment mgmt$1M13.0%
  • Other / not subdivided$8M87.0%
% of EOY assets
2.143%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer