Integris Health, Inc. Retirement Plan

Integris Health, Inc. Retirement Plan

The retirement plan was established in 1983 as the defined-benefit vehicle for Integris Health, the not-for-profit health system anchored in Oklahoma City. It originally built retirement security through a cash-balance formula tied to years of service and compensation levels for hospital system employees across the state. The plan is now frozen, meaning no participants accrue new benefits under the formula. Because the plan is frozen and its sponsoring entity is a not-for-profit health system, its investment portfolio likely reflects a liability-driven mandate rather than an aggressive return-seeking posture. It holds no publicly disclosed direct investments, venture allocations, or private fund commitments. The absence of public reporting beyond regulatory filings obscures any asset-class mix, manager roster, or geographic exposure. Without a new contribution stream, the plan's primary function is to meet existing benefit obligations for a closed group of retirees and inactive participants. The plan operates from Integris Health's Oklahoma City headquarters and has not disclosed a dedicated investment staff or outsourced chief investment officer. No additional offices or investment vehicles are known. As of 2026, the plan has not publicly reported a CIO appointment, a change in actuarial assumptions, or a shift in its frozen status within the last 24 months. What distinguishes this plan structurally is its frozen status inside a not-for-profit health system — combining the financial constraints of a closed pension with the mission-driven governance of a hospital operator. Unlike corporate pension funds that still take in active employees, the Integris plan exists solely as a legacy obligation, limiting its ability to influence capital markets in the same way an open plan could.