Plan Snapshot
- Plan Sponsor: Intermountain Health Care, INC.
- Sponsor EIN: 870269232
- Sponsor Address: 36 S STATE ST, 16TH FLOOR, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 69,032
- Total Assets: $6.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 69,032 | $6.8B | $215.6M | $358.2M |
| 2023 | 68,371 | $6.0B | $178.2M | $314.1M |
| 2022 | 46,680 | $3.6B | $118.3M | $210.1M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | $40,000 | — | $40,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,000
- Estimated Expense Ratio: 0.001% 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 | $9,798,000 | $6,180,000 | $49,000 | $40,000 | — |
| 2023 | $6,942,000 | $4,052,000 | $42,000 | $40,000 | — |
| 2022 | $5,700,000 | $3,581,000 | $1,808,000 | — | $66,000 |