Retirement plan
INTEGRIS HEALTH, INC.
INTEGRIS HEALTH, INC.EIN 73-1192764Plan #002PY 2016
3300 NORTHWEST EXPRESSWAY - OKLAHOMA CITY, OK 731124418405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
2 filingsProspect flagsFailed to provide benefitCorrective distributions
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MICHAEL BOWLING
Signed 10/13/2017
Summary metrics
Total assets (EOY)
$555.2M
-7.0% from 2016
Total participants
11,751
+0.1% from 2016
Average account balance
$49,537
-0.1% from 2016
Annual return
8.63%
-8.65 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants5,000-9,999
Cohort236 peers
Snapshot2016
60
Participant deferral / active EE
$3,357
median $2,511
28
Employer contribution / active EE
$508
median $1,287
72
Participation rate
94.0%
median 78.9%
73
Avg account balance
$49,537
median $32,384
73
Admin fee / account holder
$12
median $35
54
Annual return
8.63%
median 8.46%
Overall peer rank
60of 100
60th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.12B
Average account balance
Total assets / participants with a balance (line 6g)
$66K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
16,978
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
91.0%
Contributions (total)
Employer and participant dollars contributed each year
$79.16M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+18.89%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$23
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $289,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,127 |
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
Plans declared (1)
- INTEGRIS Health ELT Severance Plan9 emp
Plan features & details
Pension benefit codes2M2T3H2L
Plan features
- 2LCode section 403(b)(1) arrangementPlan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
- 2MCode section 403(b)(7) accountsPlan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
- ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Expense breakdown
Schedule H Part II
Admin total
$132K
$14 / participant
- Investment mgmt$290K219.8%
% of EOY assets
0.024%
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, LLC
- Auditor EIN
- 135565207
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer