Eric Hales signed Integris Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integris Health, Inc.'s EIN is 73-1192764.
Download the official 2024 Form 5500 (PDF) for Integris Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integris Health, Inc.'s plan includes a default investment (QDIA), automatic enrollment, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$390K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $691K | — |
| CAPFINANCIAL PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Balanced K Fund | Mutual Funds | — | — | $396.3M | 35.5% | |
| Fidelity Investments Growth Company K Fund | Mutual Funds | — | — | $241.7M | 21.7% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $133.3M | 12.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $63.0M | 5.7% | |
| Western Asset Core Bond IS | Other securities | — | — | $59.8M | 5.4% | |
| Fidelity Investments US Bond IDX | Common Collective Trusts | — | — | $57.9M | 5.2% | |
| New York Life NYL Guar Int Account | Other securities | — | — | $43.9M | 3.9% | |
| Emerald Growth Inst | Other securities | — | — | $35.6M | 3.2% | |
| MFS New Discovery Value | Mutual Funds | — | — | $32.9M | 3.0% | |
| Participant loans due from participants bearing interest at fixed rates of 4.25% to 9.5% and | Bonds / Notes | — | — | $14.6M | 1.3% | |
| Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $14.3M | 1.3% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $9.4M | 0.8% | |
| West Loop Realty I | Other securities | — | — | $7.4M | 0.7% | |
| Tortoise MLP & Pipeline IS | Other securities | — | — | $4.6M | 0.4% | |
| Fidelity Investments Fidelity Govt Money Market | Mutual Funds | — | — | $574K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| CONSULTANT |
| $60K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN ADMINISTRATOR | $38K | — |
