401(K) 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, 401(K) Retirement Savings Plan For Integris Health, Inc. is a benefit plan reported by Integris Health, Inc. under EIN 73-1192764 and plan number 003. The latest loaded filing year is 2023. The filing reports 13,251 participants and $253,680,823 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
- 003
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 13,251
- End-of-year plan assets
- $253,680,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,251 | H, C | 20241015200742NAL0030828049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $253,680,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $253,680,823
- Net assets (BOY)
- $200,784,458
Income & contributions
- Employer contributions
- $27,857,509
- Participant contributions
- $2,750,713
- Total contributions
- $31,716,600
- Total income / additions
- $72,744,204
Expenses & distributions
- Benefits paid
- $19,817,616
- Administrative expenses
- $0
- Total expenses
- $19,847,839
- Net increase / (decrease)
- $52,896,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $100,765 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,861 | $0 | 2023 |
| Kpmg Llp | PLAN ADMINISTRATOR | $37,500 | not reported in the loaded dataset | 2023 |
| Monroe Vos Consulting Group, Inc. | PLAN ADMINISTRATOR | $12,832 | 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
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Monroe Vos Consulting Group, Inc. — Schedule C compensation