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: DB
- Total Participants: 25,307
- Total Assets: $3.4B
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 | 25,307 | $3.4B | $0 | $0 |
| 2023 | 26,724 | $3.2B | $0 | $0 |
| 2022 | 28,140 | $3.0B | $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 |
|---|---|---|---|---|
| HIG CAPITAL | NONE | $2,259,000 | — | $2,259,000 |
| CATTERTON MANAGEMENT COMPANY, LLC | NONE | $2,014,000 | — | $2,014,000 |
| CHARLESBANK CAPITAL PARTNERS | NONE | $1,964,000 | — | $1,964,000 |
| SILCHESTER INTERNATIONAL INVESTORS | NONE | $1,326,000 | — | $1,326,000 |
| WALTER SCOTT & PARTNERS LIMITED | NONE | $812,000 | — | $812,000 |
| WILLIS TOWERS WATSON | NONE | $703,000 | — | $703,000 |
| ATHYRIUM CAPITAL MANAGEMENT, LP | NONE | $684,000 | — | $684,000 |
| BRIGHTSTAR CAPITAL PARTNERS | NONE | $671,000 | — | $671,000 |
| LEVINE LEICHTMAN CAPITAL PARTNERS | NONE | $658,000 | — | $658,000 |
| SANDS CAPITAL MANAGEMENT, LLC | NONE | $652,000 | — | $652,000 |
| PACIFIC INVESTMENT MANAGEMENT CO. | NONE | $629,000 | — | $629,000 |
| AE INDUSTRIAL PARTNERS, LLC | NONE | $622,000 | — | $622,000 |
| MERCER (FKA SUMMIT STRATEGIES GROUP | NONE | $614,000 | — | $614,000 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | NONE | $554,000 | — | $554,000 |
| VOYA INVESTMENT MANAGEMENT CO. | NONE | $541,000 | — | $541,000 |
| BNY MELLON | NONE | $532,000 | — | $532,000 |
| NISA INVESTMENT ADVISORS LLC | NONE | $527,000 | — | $527,000 |
| JMI EQUITY | NONE | $444,000 | — | $444,000 |
| OMEGA FUNDS | NONE | $366,000 | — | $366,000 |
| DODGE & COX | NONE | $347,000 | — | $347,000 |
| ASIA ALTERNATIVES MANAGEMENT LLC | NONE | $318,000 | — | $318,000 |
| HPS INVESTMENT PARTNERS, LLC | NONE | $312,000 | — | $312,000 |
| ARCTOS SPORTS PARTNERS | NONE | $266,000 | — | $266,000 |
| COLUMBIA CAPITAL, LP | NONE | $186,000 | — | $186,000 |
| PENSION BENEFIT INFORMATION, LLC (P | NONE | $150,000 | — | $150,000 |
| RELATED FUND MANAGEMENT, LLC | NONE | $139,000 | — | $139,000 |
| EIG GLOBAL ENERGY PARTNERS | NONE | $129,000 | — | $129,000 |
| PERFORMANCE VENTURE CAPITAL II, LP | NONE | $105,000 | — | $105,000 |
| AKSIA LLC | NONE | $92,000 | — | $92,000 |
| ERNST & YOUNG, LLP | NONE | $90,000 | — | $90,000 |
| ENCAP INVESTMENTS LP | NONE | $81,000 | — | $81,000 |
| STOEL RIVES LLP | NONE | $78,000 | — | $78,000 |
| ONE ROCK | NONE | $54,000 | — | $54,000 |
| PAINE SCHWARTZ PARTNERS, LLC | NONE | $52,000 | — | $52,000 |
| KPMG LLP | NONE | $49,000 | — | $49,000 |
| AMP CAPITAL GLOBAL INFRASTRUCTURE F | NONE | $48,000 | — | $48,000 |
| GLP CAPITAL PARTNERS, LP | NONE | $46,000 | — | $46,000 |
| CRESTLINE PORTFOLIO FINANCING FUND | NONE | $41,000 | — | $41,000 |
| KOHLBERG TE INVESTORS VIII LP | NONE | $39,000 | — | $39,000 |
| L REAL ESTATE II S C A SICAR | NONE | $22,000 | — | $22,000 |
| HCP STUDIO PARALLEL FUND A, LP (HAC | NONE | $22,000 | — | $22,000 |
| GSO CAPITAL PARTNERS, LP | NONE | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- ERNST & YOUNG, LLP — NONE
- STOEL RIVES LLP — NONE
- KPMG LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,253,000
- Estimated Expense Ratio: 0.566% 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 | $23,403,000 | $17,564,000 | — | $139,000 | — |
| 2023 | $21,973,000 | $16,363,000 | $163,000 | $52,000 | — |
| 2022 | $19,111,000 | $12,861,000 | — | — | $2,296,000 |