2023 Form 5500 filing — Integris Health, Inc Retirement Plan B
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 20250416085504NAL0008219488001) for Integris Health, Inc Retirement Plan B, reported by Integris Health, Inc. under EIN 73-1192764 and plan number 004. It reports 1,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.4MReported net assets$27,405,437
Participants1.8K1,809
Provider compensation$147.2K4 Schedule C row(s)$147,159
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250416085504NAL0008219488001
- Plan sponsor
- Integris Health, Inc.
- EIN
- 73-1192764
- Plan number
- 004
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.4M total assets
Net assets$27.4MLiabilities$2.2K
Full reported line items
- Total assets (EOY)
- $27,407,636
- Total liabilities (EOY)
- $2,199
- Net assets (EOY)
- $27,405,437
- Employer contributions
- $8,700,000
- Total income / additions
- $6,936,807
- Benefits paid
- $229,596
- Administrative expenses
- $317,551
- Total expenses
- $547,147
- Net increase / (decrease)
- $6,389,660
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $78,205 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $52,625 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $10,085 | not reported in the loaded dataset |
| Bank Of Oklahoma | NONE | $6,244 | not reported in the loaded dataset |