DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Integris Health, Inc Retirement Plan B
Corporate pensionOklahoma City, OK
Assets
$26.4M
Total assets, Jun 30, 2025 reported
Funded
136.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Integris Health, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Bank of Oklahoma Trusteethrough Jun 30, 2024 Form 5500
- Monroe Vos Consulting, Inc Actuarythrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Investmentsplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Contributions
Investment management fees
$54,379 (2024-06) · $3,314 (2023-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,788 | $27.4M | $22.0M | 136.5% | $26.4M | n/a | $26.4M | n/a |
| 2023 to Jun 30, 2024 | 1,809 | $29.4M | $20.4M | 157.5% | $27.4M | n/a | $27.4M | n/a |
| 2022 to Jun 30, 2023 | 1,882 | $24.0M | $18.7M | 141.1% | $21.0M | n/a | $21.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Investments Institutional codes 28 51 $40,398 PY2024
- Kpmg LLP codes 10 50 $39,275 PY2024
- Integris Health, Inc. Ret Master Sched. D M $26.4M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 16 50 $78,205 PY2023
- Fidelity Investments Institutional codes 28 51 $52,625 PY2023
- Kpmg LLP codes 10 50 $10,085 PY2023
- Bank of Oklahoma codes 21 50 $6,244 PY2023
- Integris Health, Inc. Ret Master Sched. D M $27.4M PY2023
- Mercer codes 11 PY2023
- Fidelity Investments Institutional codes 28 51 $65,725 PY2022
- Kpmg LLP codes 10 50 $64,097 PY2022
- Mercer codes 11 16 50 $54,316 PY2022
- Integris Health, Inc. Ret Master Sched. D M $21.0M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMercer no longer appears on Integris Health, Inc Retirement Plan B's Schedule C as general consultant (plan year 2024 vs 2023)with Monroe Vos Consulting, Incaskebsa.dol.gov
- Jul 1, 2024Funded status changedIntegris Health, Inc Retirement Plan B funded ratio 157.5% -> 136.5% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedIntegris Health, Inc Retirement Plan B total assets $21M -> $27M (+30.4%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedIntegris Health, Inc Retirement Plan B funded ratio 141.1% -> 157.5% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedIntegris Health, Inc Retirement Plan B plan assets $24M -> $29M (+22.2%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731192764-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.