PlanOptica
Retirement plan

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

INTEGRIS HEALTH, INC.EIN 73-1192764Plan #003PY 2017
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3300 NORTHWEST EXPRESSWAY - OKLAHOMA CITY, OK 731124418405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
2 filings
#002Retirement-$641.3M assets#001Retirement-$410.7M assets
Prospect flagsLow participationLow participant contributionCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(405) 949-4045
Plan administrator signer
MICHAEL BOWLING
Signed 10/15/2018
How to read this page

Summary metrics

Total assets (EOY)
$78.7M
-68.2% from 2016
Total participants
9,981
-96.8% from 2016
Average account balance
$96,066
-67.6% from 2016
Annual return
17.89%
-11.18 pp from 2016

Benchmarks

See 231 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants5,000-9,999
Cohort231 peers
Snapshot2017
Participant deferral / active EE
$170
median $2,750
Employer contribution / active EE
$2,916
median $1,397
Participation rate
3.4%
median 83.7%
Avg account balance
$96,066
median $39,423
Admin fee / account holder
$47
median $40
Annual return
17.89%
median 17.88%
Overall peer rank
43rd 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.3+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$27,877
COMMUNICATION PARTNERS, INC1 year
Service code 38 · EIN 93-1083918
Participant Communication
$12,622
ACTION MAIL POSTAGE1 year
Service code 38 · EIN 33-0616971
Participant Communication
$10,269
FIDELITY INVESTMENTS INSTITUTIONAL3+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$13,705

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 codes2E2G2J2K2S2T3D3H
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.
  • 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

3 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.

  • ComplianceCorrective distributions

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

Expense breakdown

Schedule H Part II
Admin total
$38K
$4 / participant
  • Investment mgmt$28K73.2%
  • Other / not subdivided$10K26.8%
% of EOY assets
0.048%
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