# Deseret Mutual Benefit Administrators Health & Welfare Plan
Source: https://planprovider.pro/companies/deseret-mutual-benefit-administrators-870440163-501

> Deseret Mutual Benefit Administrators's Health & Welfare plan: 21,719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Deseret Mutual Benefit Administrators

- **Sponsor EIN:** 870440163

- **Sponsor Address:** PO BOX 45530, SALT LAKE CITY, UT, 84145

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 21,719

- **Total Assets:** $393.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21,719|$393.6M|$463.4M|$115.9M|

| 2023|21,482|$373.9M|$424.1M|$110.0M|

| 2022|20,686|$360.8M|$378.4M|$103.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NAVITUS HEALTH SOLUTIONS LLC - ADMI|Other Service Provider|$4,244,552|—|$4,244,552|

| UNITED HEALTHCARE INSURANCE CO|Other Service Provider|$2,834,557|—|$2,834,557|

| RX SAVINGS SOLUTIONS|Other Service Provider|$806,832|—|$806,832|

| DST HEALTH SOLUTIONS LLC|Other Service Provider|$571,071|—|$571,071|

| NAYYA HEALTH, INC.|Other Service Provider|$477,078|—|$477,078|

| TIVITY HEALTH, INC.|Other Service Provider|$330,299|—|$330,299|

| LIVONGO HEALTH, INC.|Other Service Provider|$283,521|—|$283,521|

| METLIFE|Other Service Provider|$270,467|—|$270,467|

| CHANGE HEALTHCARE SOLUTIONS LLC|Other Service Provider|$259,508|—|$259,508|

| BITS IN GLASS US, INC.|Other Service Provider|$196,309|—|$196,309|

| ZIONS|Other Service Provider|$172,488|—|$172,488|

| DELOITTE|Auditor|$166,649|—|$166,649|

| UTAH HEALTH INFORMATION NETWORK|Other Service Provider|$154,265|—|$154,265|

| GDIT|Other Service Provider|$149,205|—|$149,205|

| MILLIMAN|Recordkeeper|$139,426|—|$139,426|

| OPTUMINSIGHT, INC|Other Service Provider|$128,937|—|$128,937|

| SIDLEY AUSTIN LLP|ERISA Attorney|$122,567|—|$122,567|

| FAIR HEALTH, INC.|Other Service Provider|$101,767|—|$101,767|

| LMD, LLC|Other Service Provider|$86,377|—|$86,377|

| TALON HEALTH TECH|Other Service Provider|$74,613|—|$74,613|

| CHANGE HEALTHCARE ENGAGEMENT SOLUTI|Other Service Provider|$56,862|—|$56,862|

| IPD ANALYTICS|Other Service Provider|$42,824|—|$42,824|

| UPTODATE|Other Service Provider|$37,269|—|$37,269|

| EAGLE CAPITAL MANAGEMENT|Investment Advisor|$32,465|—|$32,465|

| GRANITE ALLIANCE|Other Service Provider|$31,250|—|$31,250|

| DESERET TRUST COMPANY|Other Service Provider|$30,948|—|$30,948|

| MDX|Other Service Provider|$30,937|—|$30,937|

| JP MORGAN CHASE BANK|Recordkeeper|$30,755|—|$30,755|

| HARTFORD LIFE AND ACCIDENT INSURANC|Other Service Provider|$30,700|—|$30,700|

| PSG CONSULTING LLC|Other Service Provider|$27,859|—|$27,859|

| RJ HEALTH SYSTEMS|Other Service Provider|$26,229|—|$26,229|

| NUANCE INVESTMENTS LLC|Other Service Provider|$25,093|—|$25,093|

| TOWERS WATSON SOFTWARE LIMITED|Other Service Provider|$24,851|—|$24,851|

| OPTUM360|Other Service Provider|$23,648|—|$23,648|

| LSV ASSET MANAGEMENT|Other Service Provider|$22,724|—|$22,724|

| KIRTON MCCONKIE|Other Service Provider|$20,000|—|$20,000|

| NEWTON INVESTMENT MANAGEMENT NORTH|Other Service Provider|$17,234|—|$17,234|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$16,872|—|$16,872|

| ZAZOVE ASSOCIATES LLC|Other Service Provider|$15,865|—|$15,865|

| KAREN ANN ARGYLE|Other Service Provider|$15,566|—|$15,566|

| FISHER INVESTMENTS|Recordkeeper|$12,506|—|$12,506|

| CLEARWATER ANALYTICS|Other Service Provider|$11,896|—|$11,896|

| FACTSET RESEARCH SYSTEMS INC|Other Service Provider|$11,066|—|$11,066|

| VIRTA MEDICAL P.C.|Other Service Provider|$10,150|—|$10,150|

| DELOITTE TAX|Other Service Provider|$10,075|—|$10,075|

| IBM CORPORATION|Other Service Provider|$9,891|—|$9,891|

| VIRTUS PARTNERS INC|Other Service Provider|$9,020|—|$9,020|

| BLOOMBERG FINANCE LP|Other Service Provider|$6,780|—|$6,780|

| PRUDENTIAL INSURANCE CO|Recordkeeper|$6,729|—|$6,729|

| UNICOM SYSTEMS, INC.|Other Service Provider|$6,121|—|$6,121|

| RAFI INDICES LLC|Other Service Provider|$5,832|—|$5,832|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SIDLEY AUSTIN LLP](https://planprovider.pro/provider/sidley-austin-llp) — ERISA Attorney

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — Investment Advisor

- [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,230,505

- **Estimated Expense Ratio:** 3.107% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$11,505,637|$552,430|$4,783,824|$129,455|—|

| 2023|$16,566,798|$434,265|$6,206,457|$174,983|—|

| 2022|$17,091,101|$445,748|$8,071,822|—|$396,187|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/deseret-mutual-benefit-administrators-870440163-501)

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