INTEGRIS HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTEGRIS HEALTH, INC RETIREMENT PLAN B
| Measure | Date | Value |
|---|
| 2022: INTEGRIS HEALTH, INC RETIREMENT PLAN B 2022 401k membership |
|---|
| Market value of plan assets | 2022-06-30 | 13,023,441 |
| Acturial value of plan assets | 2022-06-30 | 14,104,160 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 192,767 |
| Number of terminated vested participants | 2022-06-30 | 471 |
| Fundng target for terminated vested participants | 2022-06-30 | 3,712,524 |
| Active participant vested funding target | 2022-06-30 | 3,310,173 |
| Number of active participants | 2022-06-30 | 551 |
| Total funding liabilities for active participants | 2022-06-30 | 3,331,949 |
| Total participant count | 2022-06-30 | 1,037 |
| Total funding target for all participants | 2022-06-30 | 7,237,240 |
| Present value of excess contributions | 2022-06-30 | 2,984,225 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 3,165,666 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 223,000 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: INTEGRIS HEALTH, INC RETIREMENT PLAN B 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 1,037 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 715 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 48 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 1,024 |
| Total of all active and inactive participants | 2021-07-01 | 1,787 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 95 |
| Total participants | 2021-07-01 | 1,882 |
| Market value of plan assets | 2021-06-30 | 12,585,318 |
| Acturial value of plan assets | 2021-06-30 | 12,547,717 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 428,299 |
| Number of terminated vested participants | 2021-06-30 | 496 |
| Fundng target for terminated vested participants | 2021-06-30 | 3,644,435 |
| Active participant vested funding target | 2021-06-30 | 3,218,909 |
| Number of active participants | 2021-06-30 | 583 |
| Total funding liabilities for active participants | 2021-06-30 | 3,244,004 |
| Total participant count | 2021-06-30 | 1,119 |
| Total funding target for all participants | 2021-06-30 | 7,316,738 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
| Total employer contributions | 2021-06-30 | 3,300,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 2,984,225 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 400,000 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 2,984,225 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: INTEGRIS HEALTH, INC RETIREMENT PLAN B 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 1,119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 551 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 451 |
| Total of all active and inactive participants | 2020-07-01 | 1,017 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 20 |
| Total participants | 2020-07-01 | 1,037 |
| Market value of plan assets | 2020-06-30 | 12,284,831 |
| Acturial value of plan assets | 2020-06-30 | 12,284,831 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 401,219 |
| Number of terminated vested participants | 2020-06-30 | 484 |
| Fundng target for terminated vested participants | 2020-06-30 | 3,550,726 |
| Active participant vested funding target | 2020-06-30 | 3,349,857 |
| Number of active participants | 2020-06-30 | 626 |
| Total funding liabilities for active participants | 2020-06-30 | 3,398,693 |
| Total participant count | 2020-06-30 | 1,151 |
| Total funding target for all participants | 2020-06-30 | 7,350,638 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 155,000 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
| 2019: INTEGRIS HEALTH, INC RETIREMENT PLAN B 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 1,151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 583 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 482 |
| Total of all active and inactive participants | 2019-07-01 | 1,103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 16 |
| Total participants | 2019-07-01 | 1,119 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : INTEGRIS HEALTH, INC RETIREMENT PLAN B 2022 401k financial data |
|---|
| Total transfer of assets to this plan | 2022-06-30 | $14,095,717 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $29,200 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $69,383 |
| Total income from all sources (including contributions) | 2022-06-30 | $423,389 |
| Total of all expenses incurred | 2022-06-30 | $294,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $88,509 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $3,300,000 |
| Value of total assets at end of year | 2022-06-30 | $24,041,944 |
| Value of total assets at beginning of year | 2022-06-30 | $9,857,775 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $206,245 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $58,971 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Administrative expenses (other) incurred | 2022-06-30 | $146,109 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $29,200 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $69,383 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $128,635 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $24,012,744 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $9,788,392 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $1,165 |
| Value of interest in master investment trust accounts at end of year | 2022-06-30 | $9,946,227 |
| Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $9,857,775 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $3,300,000 |
| Employer contributions (assets) at end of year | 2022-06-30 | $14,095,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $88,509 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | KPMG LLP |
| Accountancy firm EIN | 2022-06-30 | 135565207 |
| 2021 : INTEGRIS HEALTH, INC RETIREMENT PLAN B 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $69,383 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $2,718 |
| Total income from all sources (including contributions) | 2021-06-30 | $-1,374,192 |
| Total of all expenses incurred | 2021-06-30 | $1,420,016 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,126,582 |
| Value of total assets at end of year | 2021-06-30 | $9,857,775 |
| Value of total assets at beginning of year | 2021-06-30 | $12,585,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $293,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $55,000 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-06-30 | 0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Administrative expenses (other) incurred | 2021-06-30 | $235,040 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $69,383 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $2,718 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $-2,794,208 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $9,788,392 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $12,582,600 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $3,394 |
| Value of interest in master investment trust accounts at end of year | 2021-06-30 | $9,857,775 |
| Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $12,585,318 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $440,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $686,437 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | KPMG LLP |
| Accountancy firm EIN | 2021-06-30 | 135565207 |
| 2020 : INTEGRIS HEALTH, INC RETIREMENT PLAN B 2020 401k financial data |
|---|
| Total transfer of assets to this plan | 2020-06-30 | $12,284,831 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $2,718 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $739,036 |
| Total of all expenses incurred | 2020-06-30 | $441,267 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $247,673 |
| Value of total assets at end of year | 2020-06-30 | $12,585,318 |
| Value of total assets at beginning of year | 2020-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $193,594 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $42,764 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Administrative expenses (other) incurred | 2020-06-30 | $141,211 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $2,718 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $297,769 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $12,582,600 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $9,619 |
| Value of interest in master investment trust accounts at end of year | 2020-06-30 | $12,585,318 |
| Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $247,673 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | KPMG LLP |
| Accountancy firm EIN | 2020-06-30 | 135565207 |
