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Retirement plan

INTEGRIS HEALTH, INC. RETIREMENT PLAN

INTEGRIS HEALTH, INC.EIN 73-1192764Plan #001PY 2019
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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-$738.4M assets#003Retirement-$134.0M assets
Prospect flagsHigh retiree %Low returns

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)
$410.6M
-4.5% from 2017
Total participants
8,745
+7.1% from 2017
Average account balance
$0
No prior year
Annual return
1.32%
-13.38 pp from 2017

Benchmarks

See 139 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort139 peers
Snapshot2019
Participant deferral / active EE
$0
median $1
Employer contribution / active EE
$7,674
median $5,563
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
1.32%
median 17.07%
Overall peer rank
26th 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 10 of 11 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years
Service code 28 · EIN 04-2647786
Investment Management
$485,776
CHICKASAW CAPITAL MANAGEMENT LLC2 years
Service code 28
6075 POPLAR AVE · MEMPHIS, TN 38119
Investment Management
$391,154
VULCAN VALUE PARTNERS4+ years
Service code 28 · EIN 39-2051712
Investment Management
$362,929
GARCIA HAMILTON & ASSOCIATES1 year
Service code 28 · EIN 76-0589652
Investment Management
$229,343
EMERALD ADVISERS INC.2 years
Service code 28
P.O. BOX BOX 10666 · LANCASTER, PA 17605
Investment Management
$139,824
BANK OF OKLAHOMA4+ years
Service code 21 · EIN 72-0780382
Bank Trustee
$120,779
MONTAUK TRIGUARD FUND VII LP1 year
Service code 28 · EIN 81-2829807
Investment Management
$117,871
MERCER2 years
Service code 11 · EIN 13-2834414
Actuarial
$104,311
HARBERT CREDIT SOLUTIONS2 years
Service code 28 · EIN 37-1844793
Investment Management
$99,727
KPMG LLP4+ years
Service code 10 · EIN 13-5565207
Accounting
$86,774

Enrolled actuary

1 attachment
SB

JERED R. EASLEY

MERCER
Enrollment #1707646
2405 GRAND BOULEVARD
SUITE 900
KANSAS CITY, MO 64108
(816) 556-4842
Signed 2020-03-12

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 returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$7.3M
$2594 / participant
  • Investment mgmt$2M25.2%
  • Other / not subdivided$5M74.8%
% of EOY assets
1.789%
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