2023 Form 5500 filing — Intermountain Claims, Inc. Employees Savings Trust
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 20241014170417NAL0015334563001) for Intermountain Claims, Inc. Employees Savings Trust, reported by Intermountain Claims Inc. under EIN 82-0360635 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170417NAL0015334563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Claims Inc.
- EIN
- 82-0360635
- Plan number
- 001
- Location
- Pocatello, ID
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,479,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,479,265
- Employer contributions
- $275,820
- Participant contributions
- $517,327
- Total income / additions
- $2,311,364
- Benefits paid
- $406,366
- Administrative expenses
- $32,736
- Total expenses
- $439,102
- Net increase / (decrease)
- $1,872,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,235 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,929 |
| Pension Plan Specialists | TPA | $1,500 | $3,954 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |