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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | $139,000 | — | $139,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,000
- Estimated Expense Ratio: 0.004% 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 |