# Intermountain Health Care, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/intermountain-health-care-inc-870269232-509

> Intermountain Health Care, INC.'s Health & Welfare plan: 34,792 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [ERNST & YOUNG, LLC](https://planprovider.pro/provider/ernst-and-young-llp) — 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|

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