Retirement plan
401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.
INTEGRIS HEALTHEIN 73-1192764Plan #003PY 2020
3300 NORTHWEST EXPRESSWAY - OKLAHOMA CITY, OK 731124418405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
3 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WENDY CHANDLER
Signed 10/15/2021
Summary metrics
Total assets (EOY)
$172.8M
-68.2% from 2016
Total participants
1,799
-96.8% from 2016
Average account balance
$97,538
-67.6% from 2016
Annual return
20.73%
-11.18 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort3,871 peers
Snapshot2020
87
Participant deferral / active EE
$4,849
median $1,779
90
Employer contribution / active EE
$55,522
median $893
78
Participation rate
93.7%
median 72.8%
90
Avg account balance
$97,538
median $31,215
70
Admin fee / account holder
$35
median $89
84
Annual return
20.73%
median 14.80%
Overall peer rank
83of 100
83rd 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
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,233 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
Service code 27 · EIN 76-0505838 | Advisory (Plan) | $15,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,489 |
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 codes2E2G2J2K2S2T3D3H
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.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 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
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$62K
$146 / participant
- Investment mgmt$61K98.7%
- Other / not subdivided$7981.3%
% of EOY assets
0.036%
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