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DESERET MUTUAL BENEFIT ADMINISTRATORS

EIN 87-0440163-financial services-Latest filing 2025
Plans
5
Retirement
3
$14.29B assets
Welfare
2
$11.5M premiums
Participants
115,369
PO BOX 45530 - SALT LAKE CITY, UT 84145801-578-5600dmba.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
5 filings
#003401k-$7.21B - 41,648 part#001TraditionalDB-$7.07B - 32,235 part#005ProfitSharing-$2.1M - 29 part#501Mixed-$11.5M - 40,852 lives#502Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $14.29B assets / 73,912 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DESERET 401(K) (#003)50%
  • MASTER RETIREMENT PLAN (#001)50%
  • RICO THRIFT PLAN (#005)0%
Total $14.29BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • FACTSET50%
Total $14.29BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESERET 401(K) (#003)41,648
  • MASTER RETIREMENT PLAN (#001)32,235
  • RICO THRIFT PLAN (#005)29
Total 73,912Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DESERET 401(K) PLAN

401k

Assets$7.21B
Participants41,648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DESERET MUTUAL MASTER RETIREMENT PLAN

TraditionalDB

Assets$7.07B
Participants32,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DESERET MUTUAL PUERTO RICO THRIFT PLAN

ProfitSharing

Assets$2.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN

Mixed - VISION SERVICE PLAN

Premiums$11.5M
Covered lives40,852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE AFFILIATED ENTITIES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DESERET 401(K) PLAN401k$7.21B41,6482025
001DESERET MUTUAL MASTER RETIREMENT PLANTraditionalDB$7.07B32,2352024
005DESERET MUTUAL PUERTO RICO THRIFT PLANProfitSharing$2.1M292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DESERET HEALTHCARE EMPLOYEE BENEFITS PLANMixedVISION SERVICE PLAN$11.5M40,8522024
502THE AFFILIATED ENTITIES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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