PlanOptica
Retirement plan

403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.

INTEGRIS HEALTH, INC.EIN 73-1192764Plan #002PY 2021
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3300 NORTHWEST EXPRESSWAY - OKLAHOMA CITY, OK 731124418405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
3 filings
#001Retirement-$457.1M assets#003Retirement-$219.7M assets#004Retirement-$9.9M assets
Prospect flagsLow employer contributionCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(405) 949-4045
Plan administrator signer
WENDY CHANDLER
Signed 10/12/2022
How to read this page

Summary metrics

Total assets (EOY)
$1010.7M
-7.0% from 2016
Total participants
15,294
+0.1% from 2016
Average account balance
$69,976
-0.1% from 2016
Annual return
17.59%
-8.65 pp from 2016

Benchmarks

See 230 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort230 peers
Snapshot2021
Participant deferral / active EE
$3,755
median $4,224
Employer contribution / active EE
$461
median $1,758
Participation rate
92.5%
median 86.9%
Avg account balance
$69,976
median $62,426
Admin fee / account holder
$19
median $50
Annual return
17.59%
median 14.85%
Overall peer rank
57th 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 4 by compensation
ProviderService typeCompensation
STRATEGIC ADVISORS, INC.7+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$484,999
THE MONROE VOS CONSULTING GROUP, I2 years
Service code 27 · EIN 76-0451829
Advisory (Plan)
$50,675
KPMG LLP4 years
Service code 10 · EIN 13-5565207
Accounting
$31,000
FIDELITY INVESTMENTS INSTITUTIONAL7+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$289,313

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 codes2M2S2T3D3H2L
Plan features
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
  • 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 employer contribution

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

  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$277K
$25 / participant
  • Investment mgmt$485K174.9%
% of EOY assets
0.027%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
KPMG, LLC
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Unqualified