Ronda Robbins signed Intermountain Claims Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intermountain Claims Inc.'s EIN is 82-0360635.
Download the official 2024 Form 5500 (PDF) for Intermountain Claims Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermountain Claims Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.2M | 30.8% | |
| PRINCIPAL LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 13.8% | |
| Principal Global Investors Trust Company PRIN LIFETIME HYBR 2015 CIT Z N/A 233 * Principal Global Investors Trust Company PRIN LIFETIME HYBR 2020 CIT Z N/A | Common Collective Trusts | — | — | $1.0M | 9.7% | |
| PRINCIPAL LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $975K | 9.4% | |
| PRINCIPAL LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $803K | 7.7% | |
| Principal Global Investors Trust Company PRIN LIFETIME HYBR 2025 CIT Z N/A | Common Collective Trusts | — | — | $774K | 7.4% | |
| PRINCIPAL LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $712K | 6.8% | |
| PRINCIPAL LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $583K | 5.6% | |
| Principal Life Insurance Company FIXED INCOME GUARANTEED OPTION N/A | Common Stocks | — | — | $386K | 3.7% | |
| Fidelity Investments FIDELITY 500 INDEX FUND N/A | Common Collective Trusts | — | — | $339K | 3.3% | |
| Franklin Dyna Tech FRANKLIN DYNATECH R6 FUND N/A | Mutual Funds | — | — | $307K | 2.9% | |
| Hartford Mutual Funds HARTFORD EQUITY INCOME R6 FUND N/A | Other securities | — | — | $299K | 2.9% | |
| Franklin Templeton Investments FRANKLIN DYNATECH R6 FUND N/A | Mutual Funds | — | — | $253K | 2.4% | |
| PRINCIPAL LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $201K | 1.9% | |
| PRINCIPAL LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $194K | 1.9% | |
| PRINCIPAL CORE FIXEDINCOME SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $125K | 1.2% | |
| PRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $122K | 1.2% | |
| Hartford Mutual Funds HARTFORD STRAT INCOME R6 FUND N/A | Other securities | — | — | $115K | 1.1% | |
| PRINCIPAL LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $101K | 1.0% | |
| Franklin Mid Cap Index Fund FRANKLIN MID CAP INDEX FUND N/A | Common Collective Trusts | — | — | $101K | 1.0% | |
| Hartford Mutual Funds HARTFORD SCHRODER INTL STK SDR N/A | Other securities | — | — | $89K | 0.9% | |
| Macquarie MID CAP INCOME OPP R6 N/A | Other securities | — | — | $87K | 0.8% | |
| Ivy Investment Management DELAWARE IVY MID CAP IN OPP R6 N/A | Other securities | — | — | $79K | 0.8% | |
| Fidelity Investments FIDELITY MID CP INDEX FUND N/A | Common Collective Trusts | — | — | $77K | 0.7% | |
| BlackRock MD-CP GR EQ K FD N/A | Other securities | — | — | $49K | 0.5% | |
| Nuveen SMALL CAP BLEND INDEX R6 N/A | Mutual Funds | — | — | $48K | 0.5% | |
| Principal Global Investors Trust Company PRIN LIFETIME HYBR 2065 CIT N/A 267 TIAA Investments TIAA - CREF SMCAP BL ID INSTL FD | Common Collective Trusts | — | — | $41K | 0.4% | |
| The American Funds AMERICAN FUNDS SMCAP WLD R6 FD N/A | Mutual Funds | — | — | $39K | 0.4% | |
| Legg Mason CLEARBRIDGE SM CP GR IS FUND N/A | Other securities | — | — | $7K | <0.1% | |
| PRINCIPAL LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRINCIPAL LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | 26-1570786 | — | TPA | $2K | — |
