2023 Form 5500 filing — Intermountain Healthcare Savings Plus 401(K) 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 20241015192518NAL0029491201001) for Intermountain Healthcare Savings Plus 401(K) Plan, reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 002. It reports 64,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192518NAL0029491201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 64,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,015,479,000
- Total liabilities (EOY)
- $555,000
- Net assets (EOY)
- $6,014,924,000
- Employer contributions
- $178,153,000
- Participant contributions
- $314,076,000
- Total income / additions
- $1,314,755,000
- Benefits paid
- $336,481,000
- Administrative expenses
- $6,942,000
- Total expenses
- $344,326,000
- Net increase / (decrease)
- $970,429,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $2,770,000 | $0 |
| Sands Capital | NONE | $1,470,000 | not reported in the loaded dataset |
| Townsquare Capital LLC | NONE | $1,379,000 | not reported in the loaded dataset |
| Invesco | NONE | $353,000 | $0 |
| Summit Global Investments LLC | NONE | $192,000 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $96,000 | not reported in the loaded dataset |
| Mercer | NONE | $95,000 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $72,000 | not reported in the loaded dataset |
| Strategic Advocates LLC | NONE | $43,000 | not reported in the loaded dataset |
| Castleview Partners LLC | NONE | $35,000 | not reported in the loaded dataset |
| Crowe LLC | NONE | $35,000 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $35,000 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $26,000 | $0 |
| Stoel Rives Llp | NONE | $26,000 | not reported in the loaded dataset |
| Fidelity Investment Inst Operations | NONE | $23,000 | not reported in the loaded dataset |
| Lone Peak Advisers LLC | NONE | $21,000 | not reported in the loaded dataset |
| Driven Investments LLC | NONE | $17,000 | not reported in the loaded dataset |
| Physician Wealth Advisors Inc | NONE | $17,000 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $13,000 | not reported in the loaded dataset |
| Morgan Stanley And Co., LLC | NONE | $13,000 | not reported in the loaded dataset |
| Adams Wealth Management LLC | NONE | $12,000 | not reported in the loaded dataset |
| Fidelity Cap Mkts New York | NONE | $12,000 | not reported in the loaded dataset |
| Bank Of America Corporation | NONE | $11,000 | not reported in the loaded dataset |
| Epic Trust Investment | NONE | $10,000 | not reported in the loaded dataset |
| Piper Jaffray & Co. | NONE | $10,000 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $9,000 | not reported in the loaded dataset |
| Firstpurpose Wealth LLC | NONE | $8,000 | not reported in the loaded dataset |
| Onedigital Investment Advisors | NONE | $8,000 | not reported in the loaded dataset |
| Promontory Financial | NONE | $7,000 | not reported in the loaded dataset |
| Brookstone Capital Management | NONE | $7,000 | not reported in the loaded dataset |
| Cannon Tingey Investment Advis | NONE | $7,000 | not reported in the loaded dataset |
| Cantor Fitzgerald Europe | NONE | $6,000 | not reported in the loaded dataset |
| Caliber Wealth Management LLC | NONE | $5,000 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $5,000 | not reported in the loaded dataset |
| Jw Cole Advisors Inc | NONE | $5,000 | not reported in the loaded dataset |
| Forvis | NONE | $5,000 | not reported in the loaded dataset |
| Goldman, Sachs And Co. | NONE | $5,000 | not reported in the loaded dataset |