Intermountain Healthcare Tax Deferred Savings 403(B) 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 Tax Deferred Savings 403(B) Plan is a benefit plan reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 003. The latest loaded filing year is 2023. The filing reports 42,664 participants and $309,624,000 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
- 003
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 42,664
- End-of-year plan assets
- $309,624,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,664 | H, C | 20241015143941NAL0049962304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,624,000
- Total liabilities (EOY)
- $8,000
- Net assets (EOY)
- $309,616,000
- Net assets (BOY)
- $262,391,000
Income & contributions
- Participant contributions
- $24,888,000
- Total contributions
- $24,888,000
- Total income / additions
- $71,714,000
Expenses & distributions
- Benefits paid
- $24,290,000
- Administrative expenses
- $199,000
- Total expenses
- $24,489,000
- Net increase / (decrease)
- $47,225,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $161,000 | $0 | 2023 |
| Crowe LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Stoel Rives Llp | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $5,000 | not reported in the loaded dataset | 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
- T Rowe Price Rps Inc — Schedule C compensation
- Crowe LLC — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Mercer — Schedule C compensation