Retirement plan
INTERMOUNTAIN HEALTHCARE PENSION PLAN
INTERMOUNTAIN HEALTH CARE, INC.EIN 87-0269232Plan #001PY 2015
36 SOUTH STATE STREET, SUITE 2300 - SALT LAKE CITY, UT 84111801-442-2214LinkedIn11-50 employeesmedical practice
Other plans on this EIN
2 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
DAVID K. ADAMS
Signed 10/13/2016
Summary metrics
Total assets (EOY)
$2854.1M
-1.2% from 2016
Total participants
45,936
+8.7% from 2016
Average account balance
$0
No prior year
Annual return
3.72%
-1.84 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort30 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $79
31
Employer contribution / active EE
$3,933
median $4,628
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $47,522
0
Admin fee / account holder
$0
median $275
97
Annual return
3.72%
median -1.09%
Overall peer rank
64of 100
64th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.40B
Average account balance
Total assets / participants with a balance (line 6g)
$85K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
14,715
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$173.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.29%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 10 of 42 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 33-0629048 | Investment Management | $846,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $804,000 |
THE BANK OF NEW YORK MELLON1+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $685,000 |
COLUMBIA CAPITAL, LP1+ years Service code 28 · EIN 54-1904469 | Investment Management | $667,000 |
PAINE & PARTNERS, LLC1+ years Service code 28 · EIN 20-4568109 | Investment Management | $647,000 |
SUMMIT STRATEGIES INC.1+ years Service code 17 · EIN 43-1708520 | Pension Consulting | $641,000 |
TOWERS WATSON1+ years Service code 11 · EIN 53-0181291 | Actuarial | $591,000 |
Service code 28 · EIN 22-3875939 | Investment Management | $535,000 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $397,000 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $390,000 |
Enrolled actuary
1 attachment
SB
ZACHARY J ROBINSON
TOWERS WATSON DELAWARE INC.
Enrollment #1407000
555 17TH STREET, SUITE 2050
DENVER, CO 80202
(303) 391-1200
Signed 2016-09-22
Plan features & details
Pension benefit codes1A1B1C3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$13.3M
$468 / participant
- Investment mgmt$9M64.3%
- Other / not subdivided$5M35.7%
% of EOY assets
0.465%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- KPMG LLP
- Auditor EIN
- 135565207
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer