403(B) Retirement Savings Plan For Integris Health, Inc. — 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, 403(B) Retirement Savings Plan For Integris Health, Inc. is a benefit plan reported by Integris Health, Inc. under EIN 73-1192764 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,928 participants and $956,972,354 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
- 002
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 15,928
- End-of-year plan assets
- $956,972,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,928 | H, C | 20241015171618NAL0029225809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $956,972,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $956,972,354
- Net assets (BOY)
- $813,613,502
Income & contributions
- Employer contributions
- $13,997,018
- Participant contributions
- $49,421,314
- Total contributions
- $69,849,538
- Total income / additions
- $246,034,666
Expenses & distributions
- Benefits paid
- $102,299,193
- Administrative expenses
- $251,932
- Total expenses
- $102,675,814
- Net increase / (decrease)
- $143,358,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $719,494 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $550,854 | not reported in the loaded dataset | 2023 |
| Monroe Vos Consulting Group, Inc. | PLAN ADMINISTRATOR | $42,772 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | PLAN ADMINISTRATOR | $37,500 | 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
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Monroe Vos Consulting Group, Inc. — Schedule C compensation
- Kpmg Llp — Schedule C compensation