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Original filing (PDF)20251016012843NAL0002983475001
INTEGRIS HEALTH, INC.
Form 5500
FILING_RECEIVED
403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.
403(b) retirement plan
Signals · 1
36% in single holding
Active participants
12,869
Accounts w/ balance
16,978
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Balanced K Fund" is 36% of 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 PKWY · OKLAHOMA CITY, OK · 73134
Phone
(405) 949-4045
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2T · Default investment account (QDIA)
2S · Automatic enrollment
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
KPMG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$390K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $691K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | CONSULTANT | $60K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN ADMINISTRATOR | $38K | — |
Investments
15 direct securities· $1.1B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Balanced K Fund | — | — | — | $396.3M | 35.5% | |
| Fidelity Investments Growth Company K Fund | — | — | — | $241.7M | 21.7% | |
| Fidelity Investments 500 Index | — | — | — | $133.3M | 12.0% | |
| Vanguard Equity Income Adm | — | — | — | $63.0M | 5.7% | |
| Western Asset Core Bond IS | — | — | — | $59.8M | 5.4% | |
| Fidelity Investments US Bond IDX | — | — | — | $57.9M | 5.2% | |
| New York Life NYL Guar Int Account | — | — | — | $43.9M | 3.9% | |
| Emerald Growth Inst | — | — | — | $35.6M | 3.2% | |
| MFS New Discovery Value | — | — | — | $32.9M | 3.0% | |
| Participant loans due from participants bearing interest at fixed rates of 4.25% to 9.5% and | — | — | — | $14.6M | 1.3% | |
| Dodge & Cox Global Bond Fund | — | — | — | $14.3M | 1.3% | |
| Fidelity Investments Small Cap Index | — | — | — | $9.4M | 0.8% | |
| West Loop Realty I | — | — | — | $7.4M | 0.7% | |
| Tortoise MLP & Pipeline IS | — | — | — | $4.6M | 0.4% | |
| Fidelity Investments Fidelity Govt Money Market | — | — | — | $574K | <0.1% |