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Retirement plan

INTEGRIS HEALTH, INC RETIREMENT PLAN B

INTEGRIS HEALTH, INC.EIN 73-1192764Plan #004PY 2021
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5300 N. INDEPENDENCE AVE., SUITE 130 - OKLAHOMA CITY, OK 73112405-949-4045LinkedIn1-10 employeesinformation technology and services
Other plans on this EIN
3 filings
#002Retirement-$1.01B assets#001Retirement-$457.1M assets#003Retirement-$219.7M assets
Prospect flagsLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(405) 949-4045
Plan administrator entity
RETIREMENT COMMITTEE INTEGRIS HEALTH, INC.
EIN 731037878
3520 NW 58TH SUITE A100 · OKLAHOMA CITY, OK 73112
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Summary metrics

Total assets (EOY)
$9.9M
+27.7% from 2021
Total participants
1,037
+7.9% from 2021
Average account balance
$0
No prior year
Annual return
-12.72%
+12.72 pp from 2021

Benchmarks

See 182 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort182 peers
Snapshot2021
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $6,658
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,032,670
Admin fee / account holder
$0
median $4,266
Annual return
-12.72%
median 9.53%
Overall peer rank
1st 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
ProviderService typeCompensation
MERCER2+ years
Service code 11 · EIN 76-0505838
Actuarial
$54,049
FIDELITY INVESTMENTS INSTITUTIONAL2+ years
Service code 28 · EIN 04-2647786
Investment Management
$45,103
KPMG LLP1 year
Service code 10 · EIN 13-5565207
Accounting
$28,000

Enrolled actuary

1 attachment
SB

BARON JAMES

MERCER
Enrollment #2008664
4400 COMERICA BANK TOWER
1717 MAIN STREET
DALLAS, TX 75201
Signed 2022-04-01

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 codes1A1C1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A 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).
  • 1I
    Frozen plan
    As 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.
  • 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

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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
$293K
$533 / participant
  • Investment mgmt$3K1.2%
  • Other / not subdivided$290K98.8%
% of EOY assets
2.977%
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