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Original filing (PDF)20251011122629NAL0004755411001
INTERMOUNTAIN HEALTH CARE, INC.
Form 5500
FILING_RECEIVED
INTERMOUNTAIN HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed40 service providers
Active participants
69,032
Accounts w/ balance
83,866
Plan assets (EOY)
$6.8B
Net assets (EOY)
$6.8B
How this plan invests
This plan
20 pooled trusts
Schedule D
103 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 185% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMOUNTAIN HEALTH CARE, INC..
Plan sponsor
Name
INTERMOUNTAIN HEALTH CARE, INC.
EIN
87-0269232
Address
36 S STATE ST, 16TH FLOOR · SALT LAKE CITY, UT · 84111
Phone
(801) 442-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
40 rowsOther
40Investments
93 direct securities · 20 pooled funds· $9.4B(100% of reported assets)
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.
Uncategorized
$6.3B
93 holdings
Common Collective Trust
$3.1B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $574.4M | 8.4% | |
| Charles Schwab Bank – various Self-directed accounts | — | — | — | $410.6M | 6.0% | |
| Dodge and Cox Dodge and Cox Stock X Fund | — | — | — | $376.3M | 5.5% | |
| Artisan Partners Artisan International Value Fund Institutional Class | — | — | — | $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 | — | — | — | $287.0M | 4.2% | |
| Dodge and Cox Dodge and Cox Balanced X Fund | — | — | — | $265.3M | 3.9% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Value Equity Trust, Class D | — | — | — | $263.5M | 3.9% | |
| The Vanguard Group Vanguard Institutional 500 Index Trust | — | — | — | $248.0M | 3.6% | |
| Grandeur Peak Grandeur Peak International Stalwarts Fund Institutional Class | — | — | — | $221.8M | 3.2% | |
| Pacific Investment Management Company PIMCO All Asset Fund, Institutional Class | — | — | — | $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 | — | — | — | $191.9M | 2.8% | |
| Dodge and Cox Dodge & Cox Stock Fund Class X | — | — | — | $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 | — | — | — | $123.2M | 1.8% | |
| The Vanguard Group Vanguard Federal Money Market Admiral Fund | — | — | — | $119.3M | 1.7% | |
| The Vanguard Group Vanguard Institutional Extended Market Index Trust | — | — | — | $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 | — | — | — | $84.9M | 1.2% | |
| Nvidia Corp Nvidia Corp | — | — | — | $59.0M | 0.9% | |
| Pacific Investment Management Company PIMCO Total Return Collective Trust Class IV | — | — | — | $58.2M | 0.9% | |
| Amazon.com Inc Amazon.com Inc | — | — | — | $57.7M | 0.8% | |
| The Vanguard Group Vanguard Institutional Total Bond Market Index Trust | — | — | — | $47.0M | 0.7% | |
| Shenkman Capital Shenkman Capital Short Duration High Income Fund Institutional Class | — | — | — | $45.2M | 0.7% | |
| GMO Resources Fund - Class R6 | — | — | — | $42.4M | 0.6% | |
| The Vanguard Group Vanguard Institutional Total International Stock Index Trust | — | — | — | $42.1M | 0.6% | |
| Microsoft Corp Microsoft Corp | — | — | — | $41.3M | 0.6% | |
| The Vanguard Group Vanguard Institutional Extended Market Index Trust | — | — | — | $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 | — | — | — | $38.7M | 0.6% | |
| Meta Platforms Inc Meta Platforms Inc Class A | — | — | — | $38.0M | 0.6% | |
| The Vanguard Group Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | — | — | — | $38.0M | 0.6% | |
| Pacific Life Insurance IGT Invesco High Quality Short-term Bond Fund | — | — | — | $36.6M | 0.5% | |
| Pacific Investment Management Company PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class | — | — | — | $35.4M | 0.5% | |
| The Vanguard Group Vanguard Long-Term Treasury Index Fund Institutional Shares | — | — | — | $31.2M | 0.5% | |
| ServiceNow Inc ServiceNow Inc | — | — | — | $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 | — | — | — | $24.2M | 0.4% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Value Equity Trust Class D | — | — | — | $23.6M | 0.3% | |
| Transamerica Life Insurance Company IGT Invesco High Quality Short-term Bond Fund | — | — | — | $23.3M | 0.3% | |
| Dodge and Cox Dodge & Cox Global Fond Fund Class X | — | — | — | $23.1M | 0.3% | |
| Atlassian Corp Atlassian Corp Class A | — | — | — | $22.8M | 0.3% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Core Trust, Class D | — | — | — | $22.7M | 0.3% | |
| RGA Reinsurance Company IGT Invesco High Quality Short-term Bond Fund | — | — | — | $22.4M | 0.3% | |
| Apple Inc Apple Inc | — | — | — | $21.7M | 0.3% | |
| Nationwide Life Insurance IGT Invesco High Quality Short-term Bond Fund | — | — | — | $21.3M | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Small Cap Growth Fund Class I | — | — | — | $19.4M | 0.3% | |
| Datadog Inc Datadog Inc Class A | — | — | — | $19.1M | 0.3% | |
| Netflix Inc Netflix Inc | — | — | — | $19.0M | 0.3% | |
| Dexcom Inc Dexcom Inc | — | — | — | $18.4M | 0.3% | |
| Spotify Technology Spotify Technology | — | — | — | $18.3M | 0.3% | |
| T. Rowe Price T. Rowe Price U.S. Small-Cap Core Trust Class D | — | — | — | $17.9M | 0.3% | |
| Sea LTD Sea LTD Adr | — | — | — | $17.3M | 0.3% | |
| Prudential Insurance IGT Jennison A or Better Intermediate Fund | — | — | — | $17.3M | 0.3% | |
| Visa Inc Visa Inc Class A | — | — | — | $17.2M | 0.3% | |
| Doordash Inc Doordash Inc Class A | — | — | — | $16.8M | 0.2% | |
| Block Inc Block Inc Class A | — | — | — | $16.5M | 0.2% | |
| Cloudflare Inc Cloudflare Inc Class A | — | — | — | $15.8M | 0.2% | |
| Samsara Inc Samsara Inc | — | — | — | $14.9M | 0.2% | |
| Intercontinental Exchange Inc Intercontinental Exchange Inc | — | — | — | $14.9M | 0.2% | |
| Prudential Insurance IGT Invesco A or Better Intermediate Fund | — | — | — | $14.8M | 0.2% | |
| Nu Holdings LTD Nu Holdings LTD Class A | — | — | — | $13.2M | 0.2% | |
| Prudential Insurance IGT Invesco High Quality Short-term Bond Fund | — | — | — | $12.8M | 0.2% | |
| Separately managed accounts ADR ASML Holdings ADR ASML Holdings | — | — | — | $11.8M | 0.2% | |
| Applovin Corp Applovin Corp | — | — | — | $11.6M | 0.2% | |
| Entegris Inc Entegris Inc | — | — | — | $11.4M | 0.2% | |
| Voya Retirement Insurance and Annuity Company IGT Loomis Sayles A or Better Intermediate Fund | — | — | — | $11.4M | 0.2% | |
| Uber Technologies Inc Uber Technologies Inc | — | — | — | $10.5M | 0.2% | |
| The Vanguard Group Vanguard Federal Money Market Admiral Fund | — | — | — | $9.7M | 0.1% | |
| Roblox Corp Roblox Corp | — | — | — | $9.3M | 0.1% | |
| RGA Reinsurance Company IGT Invesco A or Better Core Fixed Income Fund | — | — | — | $9.0M | 0.1% | |
| Northern Trust Collective Short Term Investment Fund | — | — | — | $8.9M | 0.1% | |
| Axon Enterprise Inc Axon Enterprise Inc | — | — | — | $8.6M | 0.1% | |
| Ultragenyx Pharmaceutical Inc Ultragenyx Pharmaceutical Inc | — | — | — | $7.9M | 0.1% | |
| Voya Retirement Insurance and Annuity Company IGT Jennison A or Better Intermediate Fund | — | — | — | $7.6M | 0.1% | |
| Voya Retirement Insurance and Annuity Company IGT PIMCO A or Better Intermediate Fund | — | — | — | $7.6M | 0.1% | |
| Transamerica Life Insurance Company IGT Loomis Sayles A or Better Intermediate Fund 453 Transamerica Life Insurance Company IGT PIMCO A or Better Core Fixed Income Fund | — | — | — | $7.2M | 0.1% | |
| RGA Reinsurance Company IGT Dodge & Cox A or Better Core Fund | — | — | — | $4.5M | <0.1% | |
| Nationwide Life Insurance IGT PIMCO A or Better Core Fixed Income Fund | — | — | — | $3.9M | <0.1% | |
| Northern Trust Short-term Investment Fund | — | — | — | $3.7M | <0.1% | |
| Transamerica Life Insurance Company IGT Loomis Sayles A or Better Core Fixed Income Fund | — | — | — | $3.6M | <0.1% | |
| Nationwide Life Insurance IGT Dodge & Cox A or Better Core Fund | — | — | — | $3.5M | <0.1% | |
| Transamerica Life Insurance Company IGT Dodge & Cox A or Better Core Fund | — | — | — | $3.4M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $3.1M | <0.1% | |
| Pacific Life Insurance IGT Loomis Sayles A or Better Core Fixed Income Fund | — | — | — | $3.1M | <0.1% | |
| Nationwide Life Insurance IGT PIMCO A or Better Intermediate Fund | — | — | — | $3.0M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $3.0M | <0.1% | |
| Transamerica Life Insurance Company IGT Invesco A or Better Core Fixed Income Fund | — | — | — | $2.9M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $2.8M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $2.7M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $2.7M | <0.1% | |
| Wrapper – rates reset monthly | — | — | — | $2.3M | <0.1% | |
| RGA Reinsurance Company IGT Invesco A or Better Intermediate Fund | — | — | — | $2.2M | <0.1% | |
| Nationwide Life Insurance IGT Invesco A or Better Intermediate Fund | — | — | — | $2.2M | <0.1% | |
| Nationwide Life Insurance IGT Jennison A or Better Intermediate Fund | — | — | — | $1.9M | <0.1% | |
| Transamerica Life Insurance Company IGT Invesco A or Better Intermediate Fund | — | — | — | $1.6M | <0.1% | |
| Transamerica Life Insurance Company IGT PIMCO A or Better Intermediate Fund | — | — | — | $1.1M | <0.1% | |
| JPM SMRT RET PASSIVE BLEND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM SMRT RETIRE PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |