Intermountain Healthcare Savings Plus 401(K) Plan — Form 5500 plan (Intermountain Health Care, Inc.)
Plain-English plan 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, Intermountain Healthcare Savings Plus 401(K) Plan is a benefit plan reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 002. The latest loaded filing year is 2023. The filing reports 64,164 participants and $6,015,479,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 64,164
- End-of-year plan assets
- $6,015,479,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64,164 | H, C | 20241015192518NAL0029491201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,015,479,000
- Total liabilities (EOY)
- $555,000
- Net assets (EOY)
- $6,014,924,000
- Net assets (BOY)
- $3,593,577,000
Income & contributions
- Employer contributions
- $178,153,000
- Participant contributions
- $314,076,000
- Total contributions
- $530,778,000
- Total income / additions
- $1,314,755,000
Expenses & distributions
- Benefits paid
- $336,481,000
- Administrative expenses
- $6,942,000
- Total expenses
- $344,326,000
- Net increase / (decrease)
- $970,429,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $2,770,000 | $0 | 2023 |
| Sands Capital | NONE | $1,470,000 | not reported in the loaded dataset | 2023 |
| Townsquare Capital LLC | NONE | $1,379,000 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $353,000 | $0 | 2023 |
| Summit Global Investments LLC | NONE | $192,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $72,000 | not reported in the loaded dataset | 2023 |
| Strategic Advocates LLC | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Castleview Partners LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Crowe LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $26,000 | $0 | 2023 |
| Stoel Rives Llp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Inst Operations | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Lone Peak Advisers LLC | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Driven Investments LLC | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Physician Wealth Advisors Inc | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley And Co., LLC | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Adams Wealth Management LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Fidelity Cap Mkts New York | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Bank Of America Corporation | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Epic Trust Investment | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Piper Jaffray & Co. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Firstpurpose Wealth LLC | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Promontory Financial | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Brookstone Capital Management | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Cannon Tingey Investment Advis | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Cantor Fitzgerald Europe | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Caliber Wealth Management LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Jw Cole Advisors Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Forvis | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Goldman, Sachs And Co. | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- T Rowe Price Rps Inc — Schedule C compensation
- Sands Capital — Schedule C compensation
- Townsquare Capital LLC — Schedule C compensation
- Invesco — Schedule C compensation
- Summit Global Investments LLC — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Mercer — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Strategic Advocates LLC — Schedule C compensation
- Castleview Partners LLC — Schedule C compensation
- Crowe LLC — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Fidelity Investment Inst Operations — Schedule C compensation
- Lone Peak Advisers LLC — Schedule C compensation
- Driven Investments LLC — Schedule C compensation
- Physician Wealth Advisors Inc — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Morgan Stanley And Co., LLC — Schedule C compensation
- Adams Wealth Management LLC — Schedule C compensation
- Fidelity Cap Mkts New York — Schedule C compensation
- Bank Of America Corporation — Schedule C compensation
- Epic Trust Investment — Schedule C compensation
- Piper Jaffray & Co. — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Firstpurpose Wealth LLC — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Promontory Financial — Schedule C compensation
- Brookstone Capital Management — Schedule C compensation
- Cannon Tingey Investment Advis — Schedule C compensation
- Cantor Fitzgerald Europe — Schedule C compensation
- Caliber Wealth Management LLC — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Jw Cole Advisors Inc — Schedule C compensation
- Forvis — Schedule C compensation
- Goldman, Sachs And Co. — Schedule C compensation