Intermountain Healthcare Pension Plan — Form 5500 plan (Intermountain Health Care, 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 Healthcare Pension Plan is a benefit plan reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 001. The latest loaded filing year is 2023. The filing reports 43,114 participants and $3,209,613,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 43,114
- End-of-year plan assets
- $3,209,613,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43,114 | H, C | 20241014152934NAL0013538195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,209,613,000
- Total liabilities (EOY)
- $136,034,000
- Net assets (EOY)
- $3,073,579,000
- Net assets (BOY)
- $2,889,845,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $380,101,000
Expenses & distributions
- Benefits paid
- $174,394,000
- Administrative expenses
- $21,973,000
- Total expenses
- $196,367,000
- Net increase / (decrease)
- $183,734,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Catterton Management Company, LLC | NONE | $2,918,000 | $0 | 2023 |
| H.I.G. Capital, LLC | NONE | $1,432,000 | $0 | 2023 |
| Silchester International Investors | NONE | $1,383,000 | $0 | 2023 |
| Levine Leichtman Capital Partners | NONE | $720,000 | $0 | 2023 |
| Walter Scott & Partners Limited | NONE | $704,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $641,000 | not reported in the loaded dataset | 2023 |
| Jmi Equity | NONE | $613,000 | not reported in the loaded dataset | 2023 |
| One Rock | NONE | $602,000 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $601,000 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $594,000 | $0 | 2023 |
| Sands Capital Management, LLC | NONE | $584,000 | $0 | 2023 |
| William Blair Investment Management | NONE | $540,000 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $521,000 | $0 | 2023 |
| Nisa Investment Advisors LLC | NONE | $502,000 | not reported in the loaded dataset | 2023 |
| Magnitude Capital, LLC | NONE | $492,000 | $0 | 2023 |
| Omega Fund Management, LLC | NONE | $416,000 | $0 | 2023 |
| Asia Alternatives Management LLC | NONE | $394,000 | $0 | 2023 |
| Castlelake, L.P. | NONE | $350,000 | $0 | 2023 |
| Dodge & Cox | NONE | $335,000 | $0 | 2023 |
| Alphadyne Asset Management LLC | NONE | $325,000 | $0 | 2023 |
| Polar Multi-Strategy Fund | NONE | $306,000 | $0 | 2023 |
| Arctos Sports Partners | NONE | $275,000 | not reported in the loaded dataset | 2023 |
| Brightstar Capital Partners | NONE | $266,000 | not reported in the loaded dataset | 2023 |
| Related Fund Management, LLC | NONE | $237,000 | $0 | 2023 |
| Kohlberg Te Investors Viii Lp | NONE | $206,000 | $0 | 2023 |
| Paine Schwartz Partners, LLC | NONE | $190,000 | $0 | 2023 |
| Charlesbank Capital Partners | NONE | $187,000 | not reported in the loaded dataset | 2023 |
| L Real Estate Ii S C A Sicar | NONE | $186,245 | not reported in the loaded dataset | 2023 |
| Infrared Capital Partners Limited | NONE | $178,000 | not reported in the loaded dataset | 2023 |
| Ae Industrial Partners, LLC | NONE | $170,000 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| Eig Global Energy Partners | NONE | $151,000 | not reported in the loaded dataset | 2023 |
| Ara Europe V | NONE | $151,000 | not reported in the loaded dataset | 2023 |
| Columbia Capital, Lp | NONE | $140,000 | $0 | 2023 |
| Amp Capital Global Infrastructure F | NONE | $127,000 | $0 | 2023 |
| Glp Capital Partners, Lp | NONE | $125,000 | $0 | 2023 |
| Gso Capital Partners | NONE | $122,000 | $0 | 2023 |
| Athyrium Capital Management, Lp | NONE | $121,000 | $0 | 2023 |
| Encap Investments Lp | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Stoel Rives Llp | NONE | $93,787 | not reported in the loaded dataset | 2023 |
| Ta Associates | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Crestline Portfolio Financing Fund | NONE | $58,000 | $0 | 2023 |
| Kpmg Llp | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| European Strategic Partners 2008b | NONE | $44,000 | $0 | 2023 |
| Meritech | NONE | $43,500 | $0 | 2023 |
| Solamere Capital, LLC | NONE | $22,000 | $0 | 2023 |
| Dimensional Fund Advisors, Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Catterton Management Company, LLC — Schedule C compensation
- H.I.G. Capital, LLC — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Levine Leichtman Capital Partners — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Jmi Equity — Schedule C compensation
- One Rock — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Magnitude Capital, LLC — Schedule C compensation
- Omega Fund Management, LLC — Schedule C compensation
- Asia Alternatives Management LLC — Schedule C compensation
- Castlelake, L.P. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Alphadyne Asset Management LLC — Schedule C compensation
- Polar Multi-Strategy Fund — Schedule C compensation
- Arctos Sports Partners — Schedule C compensation
- Brightstar Capital Partners — Schedule C compensation
- Related Fund Management, LLC — Schedule C compensation
- Kohlberg Te Investors Viii Lp — Schedule C compensation
- Paine Schwartz Partners, LLC — Schedule C compensation
- Charlesbank Capital Partners — Schedule C compensation
- L Real Estate Ii S C A Sicar — Schedule C compensation
- Infrared Capital Partners Limited — Schedule C compensation
- Ae Industrial Partners, LLC — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Eig Global Energy Partners — Schedule C compensation
- Ara Europe V — Schedule C compensation
- Columbia Capital, Lp — Schedule C compensation
- Amp Capital Global Infrastructure F — Schedule C compensation
- Glp Capital Partners, Lp — Schedule C compensation
- Gso Capital Partners — Schedule C compensation
- Athyrium Capital Management, Lp — Schedule C compensation
- Encap Investments Lp — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Ta Associates — Schedule C compensation
- Crestline Portfolio Financing Fund — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- European Strategic Partners 2008b — Schedule C compensation
- Meritech — Schedule C compensation
- Solamere Capital, LLC — Schedule C compensation
- Dimensional Fund Advisors, Lp — Schedule C compensation