2025-11-04T11:35:50-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2024-01-01 742675605 INTERMOUNTAIN HEALTH CARE INC RETIREE WELFARE BENEFIT TRUST INTE 8014422000 36 SOUTH STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 PLAN ADMINISTRATOR PLAN ADMINISTRATOR 8014422000 2025-11-03 0 1 LAUREN E BENNETT P01787029 2154485000 2024 2025-03-06 01:10:19Z DAVE ADAMS 36 S STATE STREET STE 2200 SLC UT 84111 67457369 0 X N/A X 1994 UT SEE SCHEDULE O. 1 0 0 0 5363770 0 0 0 20524750 23893792 4423170 5363770 0 0 24947920 29257562 0 0 22651185 23738781 62807 62280 0 0 0 1644967 1783611 24358959 25584672 588961 3672890 93889508 102715432 164020 92260 93725488 102623172 PROVIDE MEDICAL, DENTAL, VISION, SHORT-TERM INCOME PROTECTION, AND BASIC AND SUPPLEMENTAL GROUP TERM LIFE INSURANCE BENEFITS TO ELIGIBLE DISABLED AND/OR RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 THE INTERMOUNTAIN RETIREE AND DISABLED EMPLOYEE WELFARE PLAN WAS FORMED TO PROVIDE MEDICAL, DENTAL, VISION, SHORT-TERM INCOME PROTECTION, AND BASIC AND SUPPLEMENTAL GROUP TERM LIFE INSURANCE BENEFITS TO ELIGIBLE DISABLED AND/OR RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.ASSETS TO PROVIDE THE BENEFITS OFFERED UNDER THE PLAN ARE HELD IN THE INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST (FILING ORGANIZATION). 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 X DAVE ADAMS 8014423491 36 SOUTH STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 X BANK OF NEW YORK MELLON INSTITUTIONAL TRUSTEE 1.00 1.00 X 62280 0 0 62280 0 0 0 0 0 0 THE HARTFORD ONE HARTFORD PLAZA HARTFORD CT 06155 ADMINISTRATION FEES 1208453 SELECTHEALTH INC 5381 GREEN STREET MURRAY UT 84123 ADMINISTRATION FEES 175419 THE SILCHESTER INTERNATIONAL INVESTORS 780 3RD AVE 4ND FL NEW YORK NY 10017 INVESTMENT MANAGEMENT 103422 3 EMPLOYER CONTRIB. 525100 22000000 22000000 PARTICIPANT CONTRIB. 525100 1893792 1893792 23893792 2916977 2916977 40646600 38199807 2446793 2446793 2446793 29257562 23893792 5363770 0 23738781 62280 66419 4182 68660 260479 1383871 25584672 10269431 8650395 73458148 83955868 10070825 10063068 91104 46101 93889508 102715432 164020 92260 164020 92260 X 93725488 102623172 0 0 0 0 93725488 102623172 93889508 102715432 3672890 5224794 0 X 0 0 0 0 COLLECTIVE TRUST FUND 10063068 F 10063068 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 118309 0 0 0 0 0 0 118309 0 118309 0 0 1 1 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PROVIDE MEDICAL, DENTAL, VISION, SHORT-TERM INCOME PROTECTION, AND BASIC AND SUPPLEMENTAL GROUP TERM LIFE INSURANCE BENEFITS TO ELIGIBLE DISABLED AND/OR RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. FORM 990, PART VI, SECTION A, LINE 1A INTERMOUNTAIN HEALTH CARE, INC. IS THE ADMINISTRATOR AND SPONSOR OF THE INTERMOUNTAIN RETIREE AND DISABLED EMPLOYEE WELFARE PLAN. THE BANK OF NEW YORK MELLON WAS APPOINTED BY THE PLAN SPONSOR TO SERVE AS THE SOLE TRUSTEE OF THE PLAN ASSETS HELD IN THE INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST. FORM 990, PART VI, SECTION A, LINE 7A INTERMOUNTAIN HEALTH CARE, INC. HAS THE POWER UNDER THE TRUST AGREEMENT TO APPOINT AND REMOVE THE TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7B INTERMOUNTAIN HEALTH CARE, INC. SERVES AS THE ADMINISTRATOR OF THE INTERMOUNTAIN RETIREE AND DISABLED EMPLOYEE WELFARE PLAN AND DIRECTS THE TRUSTEE WITH RESPECT TO THE DISTRIBUTIONS FROM THE TRUST. INTERMOUNTAIN HEALTH CARE, INC. HAS DELEGATED TO THE INTERMOUNTAIN BENEFITS FINANCE COMMITTEE THE RESPONSIBILITY TO DIRECT THE TRUSTEE WITH RESPECT TO THE INVESTMENT OF TRUST ASSETS. FORM 990, PART VI, SECTION A, LINE 8B THE INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION A, LINE 9: THE INSTITUTIONAL TRUSTEE CAN BE REACHED AT THE FOLLOWING ADDRESS: BNY MELLON CENTER 500 GRANT STREET PITTSBURGH, PA 15258 FORM 990, PART VI, SECTION B, LINE 11B THIS RETURN WAS NOT, NOR WILL IT BE, PROVIDED TO THE MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 FORM 990, PART VI, SECTION B, LINES 13, 14: ALTHOUGH NO FORMAL RESOLUTION HAS BEEN APPROVED BY THE GOVERNING BODY, THE INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST HAS RELIED ON THE CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF INTERMOUNTAIN HEALTH CARE, INC., A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST DOES NOT HAVE ANY EMPLOYEES. THEREFORE, NO PROCESSES RELATED TO DETERMINING EMPLOYEE COMPENSATION ARE CURRENTLY IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST DOES NOT CURRENTLY ALLOW PUBLIC INSPECTION OF ANY OF THESE DOCUMENTS. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR INTERMOUNTAIN HEALTH CARE, INC. RETIREE WELFARE BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE TRUST AND CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH CARE INC 36 SOUTH STATE SUITE 2200 SALT LAKE CITY UT 84111 870269232 HOLDING COMPANY UT 501(C)(3) LINE 12B, II N/A 0 IHC HEALTH SERVICES INC 36 SOUTH STATE SUITE 2200 SALT LAKE CITY UT 84111 942854057 HEALTHCARE UT 501(C)(3) LINE 3 INTERMOUNTAIN HEALTH CARE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 IHC HEALTH SERVICES INC S 22000000 CASH