2023 Form 5500 filing — Intermountain Healthcare 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 20241014152934NAL0013538195001) for Intermountain Healthcare Pension Plan, reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 001. It reports 43,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152934NAL0013538195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 43,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,209,613,000
- Total liabilities (EOY)
- $136,034,000
- Net assets (EOY)
- $3,073,579,000
- Total income / additions
- $380,101,000
- Benefits paid
- $174,394,000
- Administrative expenses
- $21,973,000
- Total expenses
- $196,367,000
- Net increase / (decrease)
- $183,734,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Catterton Management Company, LLC | NONE | $2,918,000 | $0 |
| H.I.G. Capital, LLC | NONE | $1,432,000 | $0 |
| Silchester International Investors | NONE | $1,383,000 | $0 |
| Levine Leichtman Capital Partners | NONE | $720,000 | $0 |
| Walter Scott & Partners Limited | NONE | $704,000 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $641,000 | not reported in the loaded dataset |
| Jmi Equity | NONE | $613,000 | not reported in the loaded dataset |
| One Rock | NONE | $602,000 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $601,000 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $594,000 | $0 |
| Sands Capital Management, LLC | NONE | $584,000 | $0 |
| William Blair Investment Management | NONE | $540,000 | not reported in the loaded dataset |
| Bny Mellon | NONE | $521,000 | $0 |
| Nisa Investment Advisors LLC | NONE | $502,000 | not reported in the loaded dataset |
| Magnitude Capital, LLC | NONE | $492,000 | $0 |
| Omega Fund Management, LLC | NONE | $416,000 | $0 |
| Asia Alternatives Management LLC | NONE | $394,000 | $0 |
| Castlelake, L.P. | NONE | $350,000 | $0 |
| Dodge & Cox | NONE | $335,000 | $0 |
| Alphadyne Asset Management LLC | NONE | $325,000 | $0 |
| Polar Multi-Strategy Fund | NONE | $306,000 | $0 |
| Arctos Sports Partners | NONE | $275,000 | not reported in the loaded dataset |
| Brightstar Capital Partners | NONE | $266,000 | not reported in the loaded dataset |
| Related Fund Management, LLC | NONE | $237,000 | $0 |
| Kohlberg Te Investors Viii Lp | NONE | $206,000 | $0 |
| Paine Schwartz Partners, LLC | NONE | $190,000 | $0 |
| Charlesbank Capital Partners | NONE | $187,000 | not reported in the loaded dataset |
| L Real Estate Ii S C A Sicar | NONE | $186,245 | not reported in the loaded dataset |
| Infrared Capital Partners Limited | NONE | $178,000 | not reported in the loaded dataset |
| Ae Industrial Partners, LLC | NONE | $170,000 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $160,000 | not reported in the loaded dataset |
| Eig Global Energy Partners | NONE | $151,000 | not reported in the loaded dataset |
| Ara Europe V | NONE | $151,000 | not reported in the loaded dataset |
| Columbia Capital, Lp | NONE | $140,000 | $0 |
| Amp Capital Global Infrastructure F | NONE | $127,000 | $0 |
| Glp Capital Partners, Lp | NONE | $125,000 | $0 |
| Gso Capital Partners | NONE | $122,000 | $0 |
| Athyrium Capital Management, Lp | NONE | $121,000 | $0 |
| Encap Investments Lp | NONE | $110,000 | not reported in the loaded dataset |
| Stoel Rives Llp | NONE | $93,787 | not reported in the loaded dataset |
| Ta Associates | NONE | $80,000 | not reported in the loaded dataset |
| Crestline Portfolio Financing Fund | NONE | $58,000 | $0 |
| Kpmg Llp | NONE | $48,000 | not reported in the loaded dataset |
| European Strategic Partners 2008b | NONE | $44,000 | $0 |
| Meritech | NONE | $43,500 | $0 |
| Solamere Capital, LLC | NONE | $22,000 | $0 |
| Dimensional Fund Advisors, Lp | NONE | $0 | $0 |