2023 Form 5500 filing — 403(B) Retirement Savings Plan For Integris Health, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015171618NAL0029225809001) for 403(B) Retirement Savings Plan For Integris Health, Inc., reported by Integris Health, Inc. under EIN 73-1192764 and plan number 002. It reports 15,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171618NAL0029225809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integris Health, Inc.
- EIN
- 73-1192764
- Plan number
- 002
- Location
- Oklahoma City, OK
- Participants
- 15,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $956,972,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $956,972,354
- Employer contributions
- $13,997,018
- Participant contributions
- $49,421,314
- Total income / additions
- $246,034,666
- Benefits paid
- $102,299,193
- Administrative expenses
- $251,932
- Total expenses
- $102,675,814
- Net increase / (decrease)
- $143,358,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $719,494 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $550,854 | not reported in the loaded dataset |
| Monroe Vos Consulting Group, Inc. | PLAN ADMINISTRATOR | $42,772 | not reported in the loaded dataset |
| Kpmg Llp | PLAN ADMINISTRATOR | $37,500 | not reported in the loaded dataset |