# Deseret Mutual Benefit Administrators DB Plan
Source: https://planprovider.pro/companies/deseret-mutual-benefit-administrators-plan-001

> Deseret Mutual Benefit Administrators's DB plan: 9,784 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, 841450530

- **Plan Type:** DB

- **Total Participants:** 9,784

- **Total Assets:** $7.1B

## 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|9,784|$7.1B|$0|$0|

| 2023|10,478|$7.7B|$199,100|$0|

| 2022|11,210|$7.8B|$0|$0|

## 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|

| JP MORGAN INVEST MGMT|NA|$1,723,418|—|$1,723,418|

| VOYA INVESTMENT LLC|NA|$905,906|—|$905,906|

| PRUDENTIAL INSURANCE CO|NA|$737,029|—|$737,029|

| SCHRODER INVESTMENT MGMT NA INC|NA|$696,487|—|$696,487|

| SCOUT INVESTMENTS INC|NA|$578,084|—|$578,084|

| JP MORGAN CHASE BANK|NA|$373,678|—|$373,678|

| FACTSET RESEARCH SYSTEMS INC|NA|$299,689|—|$299,689|

| VIRTUS PARTNERS INC|NA|$253,586|—|$253,586|

| CLEARWATER ANALYTICS|NA|$251,597|—|$251,597|

| DELOITTE & TOUCHE LLP|NA|$238,214|—|$238,214|

| THE BANK OF NEW YORK MELLON|NA|$228,965|—|$228,965|

| CITY OF LONDON INVST MGMT CO LTD|NA|$228,606|—|$228,606|

| LSV ASSET MANAGEMENT|NA|$224,883|—|$224,883|

| SAGITEC SOLUTIONS LLC|NA|$210,827|—|$210,827|

| EAGLE CAPITAL MANAGEMENT|NA|$209,992|—|$209,992|

| MARKIT NORTH AMERICA INC.|NA|$204,220|—|$204,220|

| ARTISAN PARTNERS LIMITED PARTNERSHI|NA|$190,411|—|$190,411|

| BLOOMBERG FINANCE LP|NA|$187,032|—|$187,032|

| SANDS CAPITAL MANAGEMENT|NA|$185,416|—|$185,416|

| NUANCE INVESTMENTS LLC|NA|$183,668|—|$183,668|

| SEVEN CANYONS ADVISORS LLC|NA|$180,507|—|$180,507|

| ZAZOVE ASSOCIATES LLC|NA|$132,708|—|$132,708|

| SOUTHEASTERN ASSET MANAGEMENT|NA|$131,533|—|$131,533|

| TIMESSQUARE CAPITAL MANAGEMENT|NA|$128,135|—|$128,135|

| NEWTON INVESTMENT MANAGEMENT NORTH|NA|$127,633|—|$127,633|

| HORIZON ASSET MANAGEMENT|NA|$111,967|—|$111,967|

| DELOITTE TAX LLP|NA|$110,650|—|$110,650|

| VICTORY CAPITAL MANAGEMENT INC|NA|$108,780|—|$108,780|

| DESERET TRUST COMPANY|AFFILIATE OF SPONSOR|$97,754|—|$97,754|

| FISHER INVESTMENTS|NA|$66,927|—|$66,927|

| LORD ABBETT AND CO LLC|NA|$64,704|—|$64,704|

| TROUTMAN PEPPER HAMILTON SANDERS LL|NA|$61,222|—|$61,222|

| MERCER|NA|$52,451|—|$52,451|

| RAFI INDICES LLC|NA|$38,081|—|$38,081|

| KIRTON MCCONKIE|NA|$33,112|—|$33,112|

| FITCH SOLUTIONS|NA|$32,795|—|$32,795|

| SECOR INVESTMENT MANAGEMENT LP|NA|$28,988|—|$28,988|

| BCA RESEACH|NA|$28,188|—|$28,188|

| ALPINE MACRO|NA|$26,724|—|$26,724|

| PITCHBOOK DATA, INC|NA|$24,638|—|$24,638|

| MERCER INVESTMENTS LLC|NA|$20,000|—|$20,000|

| EVESTMENT ALLIANCE LLC|NA|$19,464|—|$19,464|

| AOSPHERE LIMITED|NA|$18,900|—|$18,900|

| ZIONS|NA|$16,677|—|$16,677|

| SCALAR LLC|NA|$13,500|—|$13,500|

| COLUMBIA MANAGEMENT INVESTMENT ADVI|NA|$12,937|—|$12,937|

| PREQIN LIMITED|NA|$11,406|—|$11,406|

| ALSTON & BIRD LLP|NA|$10,105|—|$10,105|

### Verified Provider Profiles

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

- [JP MORGAN INVEST MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — NA

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

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

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — NA

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

- [VICTORY CAPITAL MANAGEMENT INC](https://planprovider.pro/provider/victory-capital-management-inc) — NA

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

- [TROUTMAN PEPPER HAMILTON SANDERS LL](https://planprovider.pro/provider/troutman-pepper-locke-lp) — NA

- [COLUMBIA MANAGEMENT INVESTMENT ADVI](https://planprovider.pro/provider/ameriprise-financial-services-llc) — NA

- [ALSTON & BIRD LLP](https://planprovider.pro/provider/alston-and-bird) — NA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,822,194

- **Estimated Expense Ratio:** 0.139% 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|$22,159,413|$17,765,775|—|$201,020|—|

| 2023|$21,469,420|$17,197,368|—|$167,944|—|

| 2022|$23,135,522|$19,248,907|—|—|—|

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