Retirement plan
INTEGRIS HEALTH, INC RETIREMENT PLAN B
INTEGRIS HEALTH, INC.EIN 73-1192764Plan #004PY 2020
5300 N. INDEPENDENCE AVE., SUITE 130 - OKLAHOMA CITY, OK 73112405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
3 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator entity
RETIREMENT COMMITTEE INTEGRIS HEALTH, INC.
EIN 731037878
3520 NW 58TH SUITE A100 · OKLAHOMA CITY, OK 73112
Summary metrics
Total assets (EOY)
$12.6M
+27.7% from 2021
Total participants
1,119
+7.9% from 2021
Average account balance
$0
No prior year
Annual return
0.00%
+12.72 pp from 2021
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort191 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $6,065
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $1,168,160
0
Admin fee / account holder
$0
median $21,565
0
Annual return
0.00%
median 10.59%
Overall peer rank
0of 100
0th percentileavg across 6 metrics
Analytics
2020 - 2024
Total assets (EOY)
Plan-year ending balance
$27.41M
Average account balance
Total assets / participants with a balance (line 6g)
$15K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,194
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$8.70M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$15K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-9.92%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $43,250 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $41,039 |
GARCIA HAMILTON & ASSOCIATES1+ years Service code 28 · EIN 76-0589652 | Investment Management | $5,420 |
Enrolled actuary
1 attachment
SB
BARON JAMES
MERCER
Enrollment #2008664
4400 COMERICA BANK TOWER
1717 MAIN STREET
DALLAS, TX 75201
(214) 220-3563
Signed 2021-05-19
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 codes1A1C1I3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 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
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$194K
$332 / participant
- Investment mgmt$10K5.0%
- Other / not subdivided$184K95.0%
% of EOY assets
1.538%
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 LLP
- Auditor EIN
- 135565207
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer