# Intermountain Health Care, INC. DC Plan
Source: https://planprovider.pro/companies/intermountain-health-care-inc-plan-003

> Intermountain Health Care, INC.'s DC plan: 46,311 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 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|

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