Intermountain Claims, Inc. Employees Savings Trust — Form 5500 plan (Intermountain Claims 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 Claims, Inc. Employees Savings Trust is a benefit plan reported by Intermountain Claims Inc. under EIN 82-0360635 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $9,479,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Claims Inc.
- EIN
- 82-0360635
- Plan number
- 001
- Plan type
- 2
- Location
- Pocatello, ID
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $9,479,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241014170417NAL0015334563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,479,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,479,265
- Net assets (BOY)
- $7,607,003
Income & contributions
- Employer contributions
- $275,820
- Participant contributions
- $517,327
- Total contributions
- $1,080,337
- Total income / additions
- $2,311,364
Expenses & distributions
- Benefits paid
- $406,366
- Administrative expenses
- $32,736
- Total expenses
- $439,102
- Net increase / (decrease)
- $1,872,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,235 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,929 | 2023 |
| Pension Plan Specialists | TPA | $1,500 | $3,954 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Claims Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Pocatello, ID
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation