# Intermountain Health Care, INC. DB Plan
Source: https://planprovider.pro/companies/intermountain-health-care-inc-plan-001

> Intermountain Health Care, INC.'s DB plan: 25,307 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:** 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [STOEL RIVES LLP](https://planprovider.pro/provider/stoel-rives-llp) — NONE

- [KPMG LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Intermountain Health Care, INC.](https://planprovider.pro/companies/intermountain-health-care-inc-plan-003) — 46,311 participants

- [Uintah Basin Medical Center](https://planprovider.pro/companies/uintah-basin-medical-center-401k-plan) — 927 participants

- [Central Valley Medical Center](https://planprovider.pro/companies/central-valley-medical-center-403b-plan) — 400 participants

- [Moab Valley Healthcare, INC.](https://planprovider.pro/companies/moab-valley-healthcare-inc-403b-plan) — 311 participants

- [Intermountain Health Care, INC.](https://planprovider.pro/companies/intermountain-health-care-inc-plan-002) — 69,032 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intermountain-health-care-inc-plan-001)

© 2026 PlanProvider.Pro