Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERMOUNTAIN HEALTH CARE, INC.
EIN 87-0269232medical practiceLatest filing 2024
Plans
5
Retirement
3
$10.58B assets
Welfare
2
$71.3M premiums
Participants
261,112
36 SOUTH STATE STREET, SUITE 2300 - SALT LAKE CITY, UT 84111801-442-2049LinkedIn11-50 employeesmedical practice
Retirement portfolio analytics
3 plans aggregated / $10.58B assets / 173,766 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- T ROWE PRICE RPS INC68%
- (Not disclosed)32%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $71.3M premiums / 84,957 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$31.0M
- Other$30.4M
- Short-term disability$28.8M
- Long-term disability$28.8M
- Health$22.9M
- Prescription drug$18.9M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- HARTFORD LIFE AND ACCIDENT41%
- UNITEDHEALTHCARE INSURANCE COMPANY26%
- FIDELITY SECURITY LIFE INSURANCE COMPANY12%
- EYEMED VISION CARE10%
- SELECTHEALTH6%
- +3 more
Broker market share
Schedule A broker compensation
94%top
- WILLIS TOWERS WATSON US LLC94%
- TBS AGENCY INC4%
- MCCULLUGH, CHRISTINE M1%
- MML INS AGENCY LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INTERMOUNTAIN HEALTH 401(K) PLAN
401k
Assets$6.83B
Participants86,655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INTERMOUNTAIN HEALTHCARE PENSION PLAN
CashBalance
Assets$3.40B
Participants40,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
INTERMOUNTAIN HEALTH 403(B) PLAN
403b
Assets$341.7M
Participants47,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERMOUNTAIN LIFE AND HEALTH BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$62.5M
Covered lives60,310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
INTERMOUNTAIN RETIREE AND DISABLED EMPLOYEE WELFARE PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$8.8M
Covered lives24,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INTERMOUNTAIN HEALTH 401(K) PLAN | 401k | $6.83B | 86,655 | 2024 | |
| 001 | INTERMOUNTAIN HEALTHCARE PENSION PLAN | CashBalance | $3.40B | 40,022 | 2024 | |
| 003 | INTERMOUNTAIN HEALTH 403(B) PLAN | 403b | $341.7M | 47,089 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERMOUNTAIN LIFE AND HEALTH BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $62.5M | 60,310 | 2024 | |
| 509 | INTERMOUNTAIN RETIREE AND DISABLED EMPLOYEE WELFARE PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $8.8M | 24,647 | 2024 |
Retirement plans
Welfare plans