David K. Adams signed Intermountain Health Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intermountain Health Care, Inc.'s EIN is 87-0269232.
Download the official 2024 Form 5500 (PDF) for Intermountain Health Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermountain Health Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $3.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | — | ARLINGTON, VA | NONE | $2.6M | — |
| GLOBAL VIEW CAPITAL MANAGEMENT | 92-1345960 | — | NONE | $50K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $38K | — |
| PHYSICIAN WEALTH ADVISORS INC | 87-0513295 | — | NONE | $26K | — |
| LONE PEAK ADVISERS LLC | 82-4884183 | — | NONE | $24K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $23K | — |
| SCF INVESTMENT ADVISORS INC | 86-0928153 | — | NONE | $14K | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $11K | — |
| LIFESTYLE ASSET MANAGEMENT INC | 45-0837994 | — | NONE | $8K | — |
| CANNON TINGEY INVESTMENT ADVISOR | 87-0552263 | — | NONE | $8K | — |
| IRON GATE GLOBAL ADVISORS LLC | 47-2717610 | — | NONE | $7K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $7K | — |
| JW COLE ADVISORS INC | 59-3680571 | — | NONE | $6K | — |
| ENCOMPASS MORE ASSET MANAGEMENT LLC | 88-2355091 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $1.8M | — |
| THE NORTHERN TRUST COMPANY | — | CHICAGO, IL | NONE | $436K | — |
| INVESCO | — | KANSAS CITY, MO | NONE | $348K | — |
| SUMMIT GLOBAL INVESTMENTS LLC | 27-3616371 | — | NONE | $244K | — |
| CASTLEVIEW PARTNERS LLC | 47-4596387 | — | NONE | $102K | — |
| MERCER | — | DALLAS, TX | NONE | $98K | — |
| CROWE LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.2B | 17.7% | |
| The Vanguard Group Vanguard Institutional 500 Index Trust | Common Collective Trusts | — | — | $958.7M | 14.0% | |
| PIMCO COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $632.6M | 9.3% | |
| Pacific Investment Management Company PIMCO Total Return Collective Trust, Class III | Common Collective Trusts | — | — | $574.4M | 8.4% | |
| Charles Schwab Bank – various Self-directed accounts | Self-Directed Brokerage | — | — | $410.6M | 6.0% | |
| Dodge and Cox Dodge and Cox Stock X Fund | Mutual Funds | — | — | $376.3M | 5.5% | |
| Artisan Partners Artisan International Value Fund Institutional Class | Other securities | — | — | $307.0M | 4.5% | |
| WCM FOCUSED GROWTH INTERNATIONAL CT SEI TRUST COMPANY · EIN 84-2543540 / PN 135 | Common Collective Trust | — | — | $290.9M | 4.3% | |
| TRP U.S. SMALL-CAP VALUE EQUITY TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $287.1M | 4.2% | |
| Tygh Capital Management Company Tygh Small Company Growth Fund | Common Stocks | — | — | $287.0M | 4.2% | |
| Dodge and Cox Dodge and Cox Balanced X Fund | Mutual Funds | — | — | $265.3M | 3.9% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Value Equity Trust, Class D | Other securities | — | — | $263.5M | 3.9% | |
| The Vanguard Group Vanguard Institutional 500 Index Trust | Common Collective Trusts | — | — | $248.0M | 3.6% | |
| Grandeur Peak Grandeur Peak International Stalwarts Fund Institutional Class | Other securities | — | — | $221.8M | 3.2% | |
| Pacific Investment Management Company PIMCO All Asset Fund, Institutional Class | Mutual Funds | — | — | $197.8M | 2.9% | |
| WILLIAM BLAIR COLLECTIVE INVESTMENT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 009 | Common Collective Trust | — | — | $192.2M | 2.8% | |
| Dimensional Fund Advisors Emerging Markets Core Equity 2 | Mutual Funds | — | — | $191.9M | 2.8% | |
| Dodge and Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $180.9M | 2.6% | |
| VANGUARD INST TOTAL INT STOCK INDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $165.3M | 2.4% | |
| VANGUARD INST EXTENDED MKT INDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $155.2M | 2.3% | |
| The Vanguard Group Vanguard Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $123.2M | 1.8% | |
| The Vanguard Group Vanguard Federal Money Market Admiral Fund | Mutual Funds | — | — | $119.3M | 1.7% | |
| The Vanguard Group Vanguard Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $114.0M | 1.7% | |
| VANGUARD INST TOTAL BND MKT INDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $85.7M | 1.3% | |
| mature through April 2038 | Other securities | — | — | $84.9M | 1.2% | |
| Nvidia Corp Nvidia Corp | Common Stocks | — | — | $59.0M | 0.9% | |
| Pacific Investment Management Company PIMCO Total Return Collective Trust Class IV | Common Collective Trusts | — | — | $58.2M | 0.9% | |
| Amazon.com Inc Amazon.com Inc | Common Stocks | — | — | $57.7M | 0.8% | |
| The Vanguard Group Vanguard Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $47.0M | 0.7% | |
| Shenkman Capital Shenkman Capital Short Duration High Income Fund Institutional Class | Other securities | — | — | $45.2M | 0.7% | |
| GMO Resources Fund - Class R6 | Other securities | — | — | $42.4M | 0.6% | |
| The Vanguard Group Vanguard Institutional Total International Stock Index Trust | Common Collective Trusts | — | — | $42.1M | 0.6% | |
| Microsoft Corp Microsoft Corp | Common Stocks | — | — | $41.3M | 0.6% | |
| The Vanguard Group Vanguard Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $41.2M | 0.6% | |
| TRP U.S. SMALL-CAP CORE EQUITY TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $40.6M | 0.6% | |
| The Vanguard Group Vanguard Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $38.7M | 0.6% | |
| Meta Platforms Inc Meta Platforms Inc Class A | Common Stocks | — | — | $38.0M | 0.6% | |
| The Vanguard Group Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | Common Collective Trusts | — | — | $38.0M | 0.6% | |
| Pacific Life Insurance IGT Invesco High Quality Short-term Bond Fund | Mutual Funds | — | — | $36.6M | 0.5% | |
| Pacific Investment Management Company PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class | Mutual Funds | — | — | $35.4M | 0.5% | |
| The Vanguard Group Vanguard Long-Term Treasury Index Fund Institutional Shares | Common Collective Trusts | — | — | $31.2M | 0.5% | |
| ServiceNow Inc ServiceNow Inc | Common Stocks | — | — | $29.6M | 0.4% | |
| COHEN & STEERS GLOBAL REALTY FUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 155 | Common Collective Trust | — | — | $28.1M | 0.4% | |
| Shopify Inc Shopify Inc Class A | Common Stocks | — | — | $24.2M | 0.4% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Value Equity Trust Class D | Other securities | — | — | $23.6M | 0.3% | |
| Transamerica Life Insurance Company IGT Invesco High Quality Short-term Bond Fund | Mutual Funds | — | — | $23.3M | 0.3% | |
| Dodge and Cox Dodge & Cox Global Fond Fund Class X | Mutual Funds | — | — | $23.1M | 0.3% | |
| Atlassian Corp Atlassian Corp Class A | Common Stocks | — | — | $22.8M | 0.3% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Core Trust, Class D | Other securities | — | — | $22.7M | 0.3% | |
| RGA Reinsurance Company IGT Invesco High Quality Short-term Bond Fund | Mutual Funds | — | — | $22.4M | 0.3% |
| — |
| CHICAGO, IL |
| NONE |
| $40K |
| — |
| DRIVEN INVESTMENTS LLC | 85-1639367 | — | NONE | $36K | — |
| STRATEGIC ADVOCATES LLC | 87-1916642 | — | NONE | $34K | — |
| ADAMS WEALTH MANAGEMENT LLC | 82-2288339 | — | NONE | $33K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $32K | — |
| STOEL RIVES LLP | — | PORTLAND, OR | NONE | $24K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $16K | — |
| NET WORTH ADVISORY GROUP LLC | 87-0690314 | — | NONE | $10K | — |
| DIVERSIFY WEALTH MANAGEMENT LLC | 93-4837681 | — | NONE | $8K | — |
| PROMONTORY FINANCIAL | 27-2119182 | — | NONE | $8K | — |
| EPIC TRUST INVESTMENT | 47-1495882 | — | NONE | $7K | — |
| SILVER OAK SECURITIES INCORPORATED | 62-1765234 | — | NONE | $7K | — |
| STRATEGIC PLANNING GROUP LLC | 87-0636478 | — | NONE | $6K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
| DIVERSIFY ADVISORY SERVICES LLC | 92-0397260 | — | NONE | $5K | — |
| FIRSTPURPOSE WEALTH LLC | 87-0664290 | — | NONE | $5K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $5K | — |
| SWITCHPOINT FINANCIAL PLANNING LLC | 81-0759161 | — | NONE | $5K | — |
