Integris Health, Inc. Retirement Plan A — Form 5500 plan (Integris Health, Inc.)
Plain-English plan 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, Integris Health, Inc. Retirement Plan A is a benefit plan reported by Integris Health, Inc. under EIN 73-1192764 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,747 participants and $422,772,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integris Health, Inc.
- EIN
- 73-1192764
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 5,747
- End-of-year plan assets
- $422,772,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,747 | H, C | 20250416012515NAL0004438977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $422,772,766
- Total liabilities (EOY)
- $340,278
- Net assets (EOY)
- $422,432,488
- Net assets (BOY)
- $407,427,105
Income & contributions
- Employer contributions
- $22,300,000
- Total contributions
- $22,300,000
- Total income / additions
- $50,623,916
Expenses & distributions
- Benefits paid
- $29,588,967
- Administrative expenses
- $6,029,566
- Total expenses
- $35,618,533
- Net increase / (decrease)
- $15,005,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco | NONE | $582,467 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $491,738 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $159,000 | not reported in the loaded dataset | 2023 |
| Chickasaw Capital Management LLC | NONE | $144,432 | not reported in the loaded dataset | 2023 |
| Bank Of Oklahoma | NONE | $112,049 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $98,296 | not reported in the loaded dataset | 2023 |
| Emerald Advisers Inc. | NONE | $93,417 | not reported in the loaded dataset | 2023 |
| Monroe Vos Consulting, Inc | NONE | $42,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integris Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Pimco — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mercer — Schedule C compensation
- Chickasaw Capital Management LLC — Schedule C compensation
- Bank Of Oklahoma — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Emerald Advisers Inc. — Schedule C compensation
- Monroe Vos Consulting, Inc — Schedule C compensation