Intermountain Healthcare Pension Plan
Sponsored by Intermountain Health Care, Inc. · EIN 870269232 · Plan #001
- Total assets
- $3.4B
- Net assets
- $3.0B
- Active participants
- 25,307
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hill Capital Llc CRD 343553 | fuzzy_auto · 93% | 2024 |
| Catterton Management Company, L.L.C. CRD 157428 | fuzzy_auto · 97% | 2024 |
| Charlesbank Capital Partners, Llc CRD 160256 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 98% | 2024 |
| Athyrium Capital Management Lp CRD 161528 | deterministic · 100% | 2024 |
| Levine Leichtman Capital Partners, Llc CRD 140980 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Ae Industrial Partners, Lp CRD 173020 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Asia Alternatives Management Llc CRD 141481 | deterministic · 100% | 2024 |
| Hps Investment Partners, Llc CRD 282125 | deterministic · 100% | 2024 |
| Columbia Capital, L.P. CRD 159616 | deterministic · 100% | 2024 |
| Related Fund Management, Llc CRD 156543 | deterministic · 100% | 2024 |
| Encap Investments L.P. CRD 160695 | fuzzy_auto · 98% | 2024 |
| Paine Schwartz Partners, Llc CRD 157551 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hig Capital | Investment management | $2,259,000 |
| Catterton Management Company, Llc | Investment management, Investment management fees (direct) | $2,014,000 |
| Charlesbank Capital Partners | Investment management, Investment management fees (indirect) | $1,964,000 |
| Silchester International Investors | Investment management, Investment management fees (direct), Finders' fees/placement fees | $1,326,000 |
| Walter Scott & Partners Limited | Investment management, Investment management fees (direct) | $812,000 |
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $703,000 |
| Athyrium Capital Management, Lp | Investment management, Investment management fees (direct) | $684,000 |
| Brightstar Capital Partners | Investment management fees (direct) | $671,000 |
| Levine Leichtman Capital Partners | Investment management, Investment management fees (direct) | $658,000 |
| Sands Capital Management, Llc | Investment management fees (direct), Soft dollars commissions | $652,000 |
| Pacific Investment Management Co. | Investment management, Investment management fees (direct) | $629,000 |
| Ae Industrial Partners, Llc | Investment management, Investment management fees (direct) | $622,000 |
| Mercer (Fka Summit Strategies Group | Investment advisory (plan) | $614,000 |
| William Blair Investment Management | Investment management fees (direct) | $554,000 |
| Voya Investment Management Co. | Investment management fees (direct) | $541,000 |
| Bny Mellon | Accounting, Actuarial, Consulting (general) | $532,000 |
| Nisa Investment Advisors Llc | Investment management, Investment management fees (direct) | $527,000 |
| Jmi Equity | Investment management, Investment management fees (direct) | $444,000 |
| Omega Funds | Investment management, Investment management fees (direct) | $366,000 |
| Dodge & Cox | Investment management, Investment management fees (direct), Product termination fees | $347,000 |
| Asia Alternatives Management Llc | Investment management, Investment management fees (direct) | $318,000 |
| Hps Investment Partners, Llc | Investment management, Investment management fees (direct) | $312,000 |
| Arctos Sports Partners | Investment management, Investment management fees (direct) | $266,000 |
| Columbia Capital, Lp | Investment management, Investment management fees (indirect) | $186,000 |
| Pension Benefit Information, Llc (P | Other services, Direct payment from the plan | $150,000 |
| Related Fund Management, Llc | Investment management, Investment management fees (indirect) | $139,000 |
| Eig Global Energy Partners | Investment management, Investment management fees (direct) | $129,000 |
| Performance Venture Capital Ii, Lp | Investment management, Investment management fees (direct) | $105,000 |
| Aksia Llc | Consulting (pension) | $92,000 |
| Ernst & Young, Llp | Other fees | $90,000 |
| Encap Investments Lp | Investment management, Investment management fees (direct) | $81,000 |
| Stoel Rives Llp | Legal | $78,000 |
| One Rock | Investment management, Investment management fees (direct) | $54,000 |
| Paine Schwartz Partners, Llc | Investment management | $52,000 |
| Kpmg Llp | Accounting | $49,000 |
| Amp Capital Global Infrastructure F | Investment management, Investment management fees (direct) | $48,000 |
| Glp Capital Partners, Lp | Investment management | $46,000 |
| Crestline Portfolio Financing Fund | Investment management | $41,000 |
| Kohlberg Te Investors Viii Lp | Investment management, Investment management fees (direct) | $39,000 |
| Hcp Studio Parallel Fund A, Lp (Hac | Accounting, Investment management fees (indirect), Legal | $22,000 |
| L Real Estate Ii S C A Sicar | Investment management | $22,000 |
| Gso Capital Partners, Lp | Investment management, Investment management fees (direct) | $15,000 |