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Original filing (PDF)20250416012515NAL0004438977001
INTEGRIS HEALTH, INC.
Form 5500
FILING_RECEIVED
INTEGRIS HEALTH, INC. RETIREMENT PLAN A
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,061
Accounts w/ balance
—
Plan assets (EOY)
$422.8M
Net assets (EOY)
$422.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 308% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRIS HEALTH, INC..
Plan sponsor
Name
INTEGRIS HEALTH, INC.
EIN
73-1192764
Address
3001 QUAIL SPRINGS PARKWAY · OKLAHOMA CITY, OK · 73134
Phone
(405) 949-4045
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
RETIREMENT COMMITTEE INTEGRIS HEALTH, INC.
EIN
73-1037878
City
OKLAHOMA CITY, OK
Phone
(405) 949-4045
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-16
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 95-2632339 | — | NONE | $582K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $492K | — |
| MERCER | 76-0505838 | — | NONE | $159K | — |
| CHICKASAW CAPITAL MANAGEMENT LLC | — | MEMPHIS, TN | NONE | $144K | — |
| BANK OF OKLAHOMA | 72-0708382 | — | NONE | $112K | — |
| KPMG LLP | 13-5565207 | — | NONE | $98K | — |
| EMERALD ADVISERS INC. | — | LANCASTER, PA | NONE | $93K | — |
| MONROE VOS CONSULTING, INC | 76-0505838 | — | NONE | $42K | — |
Investments
1 pooled fund· $415.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INTEGRIS HEALTH, INC. RET MASTER INTEGRIS HEALTH, INC. · EIN 73-1192764 / PN 300 | Master Trust | $415.4M | 98.2% |