Integris Health, Inc Retirement Plan B — 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 B is a benefit plan reported by Integris Health, Inc. under EIN 73-1192764 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,809 participants and $27,407,636 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.4MPlan net assets, end of year$27,405,437
Participants1.8KCovered participants reported1,809
Assets / participant$15.2KComputed: assets ÷ participants$15,151 (computed)
Provider compensation$147.2K4 Schedule C provider row(s)$147,159
Plan sponsor
Integris Health, Inc.
EIN
73-1192764
Plan number
004
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,809H, C20250416085504NAL0008219488001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$27.4M total assets
Net assets$27.4MLiabilities$2.2K
Money in vs. money out
Total income / additions$6.9M
Total expenses$547.1K
Benefits paid / distributions$229.6K
Contributions
Employer$8.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$27,407,636
Total liabilities (EOY)
$2,199
Net assets (EOY)
$27,405,437
Net assets (BOY)
$21,015,777

Income & contributions

Employer contributions
$8,700,000
Total contributions
$8,700,000
Total income / additions
$6,936,807

Expenses & distributions

Benefits paid
$229,596
Administrative expenses
$317,551
Total expenses
$547,147
Net increase / (decrease)
$6,389,660
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$78,205not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$52,625not reported in the loaded dataset2023
Kpmg LlpNONE$10,085not reported in the loaded dataset2023
Bank Of OklahomaNONE$6,244not reported in the loaded dataset2023

Related Form 5500 pages