Retirement plan
401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.
INTEGRIS HEALTH, INC.EIN 73-1192764Plan #003PY 2015
3300 NORTHWEST EXPRESSWAY - OKLAHOMA CITY, OK 731124418405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
1 filingProspect flagsCorrective distributions
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MICHAEL BOWLING
Signed 10/13/2016
Summary metrics
Total assets (EOY)
$14.1M
-68.2% from 2016
Total participants
384
-96.8% from 2016
Average account balance
$39,738
-67.6% from 2016
Annual return
3.11%
-11.18 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort3,168 peers
Snapshot2015
86
Participant deferral / active EE
$4,532
median $1,419
80
Employer contribution / active EE
$4,155
median $735
74
Participation rate
91.1%
median 68.3%
73
Avg account balance
$39,738
median $24,235
41
Admin fee / account holder
$59
median $41
87
Annual return
3.11%
median 0.00%
Overall peer rank
74of 100
74th 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 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,124 |
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 codes2E2G2J2K2T3D3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 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.
- 3DPre-approved pension planA master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Expense breakdown
Schedule H Part II
Admin total
$21K
$64 / participant
- Investment mgmt$22K105.0%
% of EOY assets
0.149%
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