Plan Snapshot
- Plan Sponsor: Intermountain Health Care, INC.
- Sponsor EIN: 870269232
- Sponsor Address: 36 SOUTH STATE STREET, SUITE 2300, SALT LAKE CITY, UT, 84111
- Plan Type: Health & Welfare
- Plan Number: 509
- Total Participants: 34,792
- Total Assets: $102.7M
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 | 34,792 | $102.7M | $22.0M | $1.9M |
| 2023 | 32,919 | $93.9M | $18.2M | $2.3M |
| 2022 | 30,810 | $84.1M | $15.0M | $3.0M |
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 |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Other Service Provider | $1,208,000 | — | $1,208,000 |
| SELECTHEALTH | Other Service Provider | $176,000 | — | $176,000 |
| SILCHESTER INTERNATIONAL INVESTORS | Other Service Provider | $103,000 | — | $103,000 |
| KPMG LLP | Auditor | $63,000 | — | $63,000 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $63,000 | — | $63,000 |
| BNY MELLON | Other Service Provider | $62,000 | — | $62,000 |
| MERCER INVESTMENTS LLC | Investment Advisor | $54,000 | — | $54,000 |
| VOYA INVESTMENT MANAGEMENT CO. LLC | Other Service Provider | $38,000 | — | $38,000 |
| PIMCO | Other Service Provider | $26,000 | — | $26,000 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $23,000 | — | $23,000 |
| DODGE & COX | Other Service Provider | $18,000 | — | $18,000 |
| ERNST & YOUNG, LLC | Auditor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
- MERCER INVESTMENTS LLC — Investment Advisor
- JENNISON ASSOCIATES LLC — Recordkeeper
- ERNST & YOUNG, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,840,000
- Estimated Expense Ratio: 1.791% 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 | $1,846,000 | $207,000 | $1,450,000 | $69,000 | — |
| 2023 | $1,708,000 | $192,000 | $1,346,000 | $53,000 | — |
| 2022 | $1,615,000 | $186,000 | $1,262,000 | — | $167,000 |