form5500lookup

Form 5500 · Retirement plan · OKLAHOMA CITY, OK

INTEGRIS

The filing calls this plan 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC.

INTEGRIS of OKLAHOMA CITY, OK's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1192764 · plan 003 · plan year 2024, filed Oct 16, 2025

Participants at the start of the year
14,050
Contracts on file
1
Contract value
$7,328,805
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $7,328,805 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC788December$7,328,805$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
INTEGRIS
EIN 73-1192764
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$131,388
paid directly by the plan
KPMG LLP
Accounting and audit · EIN 13-5565207
$37,500
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
PLAN ADMINISTRATOR · EIN 26-0058143
$22,471
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$-347,538
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,842 employees, 11 recordable cases, 4 days away from work.

EmployeesThe company's own average for the year
1,842
Hours worked
3,831,025
Recordable cases
11
Days away from work
4
Establishments filed under this EIN
3

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$297,201,505
Paid out in benefits
$20,762,460
Participants at the start of the year
14,050
Participants with account balances
10,243

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5565207
KPMG, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$37,500

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Oklahoma — largest plans, brokers, carriers and renewal months.