2023 Form 5500 filing — Intermountain Retiree And Disabled Employee Welfare 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 20241014152817NAL0045093456001) for Intermountain Retiree And Disabled Employee Welfare Plan, reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 509. It reports 32,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152817NAL0045093456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 509
- Location
- Salt Lake City, UT
- Participants
- 32,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,889,000
- Total liabilities (EOY)
- $3,899,000
- Net assets (EOY)
- $89,990,000
- Employer contributions
- $18,200,000
- Participant contributions
- $2,325,000
- Total income / additions
- $34,201,000
- Benefits paid
- $23,548,000
- Administrative expenses
- $1,708,000
- Total expenses
- $25,256,000
- Net increase / (decrease)
- $8,945,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hartford Life And Accident | NONE | $1,132,000 | not reported in the loaded dataset |
| Selecthealth | AFFILIATE OF SPONSOR | $161,000 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $101,000 | $0 |
| Bny Mellon | PARTY-IN-INTEREST | $63,000 | $0 |
| Mercer Investments LLC | NONE | $52,000 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $50,000 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $48,000 | not reported in the loaded dataset |
| Voya Investment Management Co. LLC | NONE | $34,000 | $0 |
| Pacific Investment Management Co. | NONE | $25,000 | $0 |
| Jennison Associates LLC | NONE | $17,000 | $0 |
| Dodge & Cox | NONE | $14,000 | $0 |
| Ernst & Young, LLC | NONE | $5,000 | not reported in the loaded dataset |