Retirement plan
INTERMOUNTAIN HEALTHCARE PENSION PLAN
INTERMOUNTAIN HEALTH CARE, INC.EIN 87-0269232Plan #001PY 2017
36 SOUTH STATE STREET, SUITE 2300 - SALT LAKE CITY, UT 84111801-442-2214LinkedIn11-50 employeesmedical practice
Other plans on this EIN
2 filingsProspect flagsLow returns
Filing contacts
From the Form 5500, federal recordPlan administrator signer
DAVID K. ADAMS
Signed 10/10/2018
Summary metrics
Total assets (EOY)
$3207.5M
-1.2% from 2016
Total participants
43,813
+8.7% from 2016
Average account balance
$0
No prior year
Annual return
12.49%
-1.84 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $107
27
Employer contribution / active EE
$3,710
median $5,439
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,491,905
0
Admin fee / account holder
$0
median $81,210
17
Annual return
12.49%
median 14.12%
Overall peer rank
22of 100
22nd 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 38 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3875939 | Investment Management | $1,090,000 |
Service code 28 · EIN 41-2066924 | Investment Management | $1,063,000 |
Service code 28 · EIN 45-3056700 | Investment Management | $927,000 |
THE BANK OF NEW YORK MELLON3+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $738,000 |
Service code 28 · EIN 33-0629048 | Investment Management | $724,000 |
SUMMIT STRATEGIES INC.3+ years Service code 17 · EIN 43-1708520 | Pension Consulting | $624,000 |
Service code 11 · EIN 53-0181291 | Actuarial | $584,000 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $487,000 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $447,000 |
COLUMBIA CAPITAL, LP3+ years Service code 28 · EIN 54-1904469 | Investment Management | $400,000 |
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 2018-09-21
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
1 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
Expense breakdown
Schedule H Part II
Admin total
$14.4M
$464 / participant
- Investment mgmt$9M64.2%
- Other / not subdivided$5M35.8%
% of EOY assets
0.449%
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