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: DC
- Total Participants: 46,311
- Total Assets: $341.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 46,311 | $341.7M | $0 | $25.1M |
| 2023 | 44,363 | $309.6M | $0 | $24.9M |
| 2022 | 41,571 | $262.4M | $0 | $23.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $160,000 | — | $160,000 |
| CROWE, LLP | NONE | $31,000 | — | $31,000 |
| MERCER | NONE | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,000
- Estimated Expense Ratio: 0.057% 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 | $197,000 | $5,000 | — | $31,000 | — |
| 2023 | $199,000 | $5,000 | — | $28,000 | — |
| 2022 | $203,000 | $7,000 | $158,000 | — | $33,000 |