2023 Form 5500 filing — Intermountain Retail Store Employees Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250616183227NAL0000620451002) for Intermountain Retail Store Employees Pension Plan, reported by Intermountain Retail Store Employees Pension Plan Board Of Trustees under EIN 91-6187192 and plan number 001. It reports 12,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616183227NAL0000620451002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intermountain Retail Store Employees Pension Plan Board Of Trustees
- EIN
- 91-6187192
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 12,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,524,208
- Total liabilities (EOY)
- $126,514
- Net assets (EOY)
- $206,397,694
- Employer contributions
- $9,535,003
- Total income / additions
- $35,088,015
- Benefits paid
- $14,583,850
- Administrative expenses
- $1,456,955
- Total expenses
- $16,040,805
- Net increase / (decrease)
- $19,047,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $362,016 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $221,497 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren Sc | NONE | $113,817 | not reported in the loaded dataset |
| Anastasi Moore & Martin | NONE | $63,709 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $45,000 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $37,779 | $0 |
| Pgim Real Estate - Prisa Ii Lp | NONE | $35,870 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $31,955 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $25,678 | $0 |
| Wells Fargo | NONE | $18,954 | not reported in the loaded dataset |
| Lawton Printing | NONE | $18,037 | not reported in the loaded dataset |
| Barlow & Coughran, P.S. | NONE | $7,098 | not reported in the loaded dataset |
| Frsecure | NONE | $6,250 | not reported in the loaded dataset |