Intermountain Retail Store Employees Pension Plan — Form 5500 plan (Intermountain Retail Store Employees Pension Plan Board Of Trustees)
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 Retail Store Employees Pension Plan is a benefit plan reported by Intermountain Retail Store Employees Pension Plan Board Of Trustees under EIN 91-6187192 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,191 participants and $206,524,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Retail Store Employees Pension Plan Board Of Trustees
- EIN
- 91-6187192
- Plan number
- 001
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 12,191
- End-of-year plan assets
- $206,524,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,191 | H, C | 20250616183227NAL0000620451002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,524,208
- Total liabilities (EOY)
- $126,514
- Net assets (EOY)
- $206,397,694
- Net assets (BOY)
- $187,350,484
Income & contributions
- Employer contributions
- $9,535,003
- Total contributions
- $9,535,003
- Total income / additions
- $35,088,015
Expenses & distributions
- Benefits paid
- $14,583,850
- Administrative expenses
- $1,456,955
- Total expenses
- $16,040,805
- Net increase / (decrease)
- $19,047,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $362,016 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $221,497 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren Sc | NONE | $113,817 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin | NONE | $63,709 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $37,779 | $0 | 2023 |
| Pgim Real Estate - Prisa Ii Lp | NONE | $35,870 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $31,955 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $25,678 | $0 | 2023 |
| Wells Fargo | NONE | $18,954 | not reported in the loaded dataset | 2023 |
| Lawton Printing | NONE | $18,037 | not reported in the loaded dataset | 2023 |
| Barlow & Coughran, P.S. | NONE | $7,098 | not reported in the loaded dataset | 2023 |
| Frsecure | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Retail Store Employees Pension Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Reinhart Boerner Van Deuren Sc — Schedule C compensation
- Anastasi Moore & Martin — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Pgim Real Estate - Prisa Ii Lp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Lawton Printing — Schedule C compensation
- Barlow & Coughran, P.S. — Schedule C compensation
- Frsecure — Schedule C compensation