PlanOptica
Retirement plan

401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.

INTEGRISEIN 73-1192764Plan #003PY 2024
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3001 QUAIL SPRINGS PKWY - OKLAHOMA CITY, OK 73134405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
3 filings
#002Retirement-$1.12B assets#001Retirement-$422.8M assets#004Retirement-$27.4M assets
Prospect flagsLow participationLow assets / participantLow participant contributionFailed to transmit contributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(405) 949-4045
Plan administrator signer
ERIC HALES
Signed 10/15/2025
How to read this page

Summary metrics

Total assets (EOY)
$297.2M
-68.2% from 2016
Total participants
15,443
-96.8% from 2016
Average account balance
$29,015
-67.6% from 2016
Annual return
16.53%
-11.18 pp from 2016

Benchmarks

See 275 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort275 peers
Snapshot2024
Participant deferral / active EE
$226
median $4,708
Employer contribution / active EE
$1,447
median $2,014
Participation rate
61.1%
median 86.4%
Avg account balance
$29,015
median $64,875
Admin fee / account holder
-$15
median $50
Annual return
16.53%
median 14.66%
Overall peer rank
44th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$297.20M
Average account balance
Total assets / participants with a balance (line 6g)
$29K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
10,243
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
61.1%
Contributions (total)
Employer and participant dollars contributed each year
$22.35M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+16.53%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$-15
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.10+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$131,388
KPMG LLP7 years
Service code 10 · EIN 13-5565207
Accounting
$37,500
CAPFINANCIAL PARTNERS, LLC1 year
Service code 26 · EIN 26-0058143
Advisory (Participants)
$22,471
FIDELITY INVESTMENTS INSTITUTIONAL10+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$347,538

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 codes2G2J2K2S2T2E3D
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 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.

Opportunity flags

4 tripped
  • OpportunityLow participation

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

  • OpportunityLow participant contribution

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

  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

  • ComplianceFailed to transmit contributions

    Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II
Admin total
-$156K
$-12 / participant
  • Investment mgmt$131K0.0%
% of EOY assets
-0.053%
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, LLP
Auditor EIN
135565207
Audit fees
$37,500
Opinion code
Unqualified