Retirement plan
INTERMOUNTAIN HEALTHCARE PENSION PLAN
INTERMOUNTAIN HEALTH CARE, INC.EIN 87-0269232Plan #001PY 2016
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 10/04/2017
Summary metrics
Total assets (EOY)
$2888.6M
-1.2% from 2016
Total participants
42,263
+8.7% from 2016
Average account balance
$0
No prior year
Annual return
5.56%
-1.84 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort33 peers
Snapshot2016
0
Participant deferral / active EE
$0
median $149
28
Employer contribution / active EE
$3,999
median $6,053
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $40,289
0
Admin fee / account holder
$0
median $312
47
Annual return
5.56%
median 5.65%
Overall peer rank
38of 100
38th 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 40 by compensation
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON1 year Service code 11 · EIN 53-0181291 | Actuarial | $1,806,000 |
Service code 28 · EIN 22-3875939 | Investment Management | $911,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $793,000 |
Service code 28 · EIN 33-0629048 | Investment Management | $756,000 |
THE BANK OF NEW YORK MELLON2+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $667,000 |
SUMMIT STRATEGIES INC.2+ years Service code 17 · EIN 43-1708520 | Pension Consulting | $621,000 |
GSO CAPITAL PARTNERS2+ years Service code 28 · EIN 01-0899018 | Investment Management | $534,000 |
COLUMBIA CAPITAL, LP2+ years Service code 28 · EIN 54-1904469 | Investment Management | $503,000 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $421,000 |
ASIA ALTERNATIVES MANAGEMENT LLC2+ years Service code 28 · EIN 20-4391329 | Investment Management | $390,000 |
Enrolled actuary
1 attachment
SB
ZACHARY J ROBINSON
TOWERS WATSON DELAWARE INC.
Enrollment #1707000
555 17TH STREET, SUITE 2050
DENVER, CO 80202
(303) 391-1200
Signed 2017-09-22
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
$15.0M
$501 / participant
- Investment mgmt$9M57.5%
- Other / not subdivided$6M42.5%
% of EOY assets
0.519%
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