2023 Form 5500 filing — Integris Health, Inc. Retirement Plan A
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 20250416012515NAL0004438977001) for Integris Health, Inc. Retirement Plan A, reported by Integris Health, Inc. under EIN 73-1192764 and plan number 001. It reports 5,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416012515NAL0004438977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integris Health, Inc.
- EIN
- 73-1192764
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 5,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $422,772,766
- Total liabilities (EOY)
- $340,278
- Net assets (EOY)
- $422,432,488
- Employer contributions
- $22,300,000
- Total income / additions
- $50,623,916
- Benefits paid
- $29,588,967
- Administrative expenses
- $6,029,566
- Total expenses
- $35,618,533
- Net increase / (decrease)
- $15,005,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco | NONE | $582,467 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $491,738 | not reported in the loaded dataset |
| Mercer | NONE | $159,000 | not reported in the loaded dataset |
| Chickasaw Capital Management LLC | NONE | $144,432 | not reported in the loaded dataset |
| Bank Of Oklahoma | NONE | $112,049 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $98,296 | not reported in the loaded dataset |
| Emerald Advisers Inc. | NONE | $93,417 | not reported in the loaded dataset |
| Monroe Vos Consulting, Inc | NONE | $42,101 | not reported in the loaded dataset |