Plan Ledger DOL Form 5500 · updated monthly

Intermountain Claims Inc.401(k)

INTERMOUNTAIN CLAIMS, INC. EMPLOYEES SAVINGS TRUST · POCATELLO, ID · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Intermountain Claims Inc. reported $40,910 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,352 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.39% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is the 167th-largest of 349 plans among Idaho employers on file, and 3,940th of 4,798 in finance & insurance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,418,986
Participants with balances91
Active participants111
Employer contributions$261,053
Employee contributions$493,471
Employer contribution per active participant$2,352
Average account balance$114,494
Benefits paid to participants$865,233
Plan auditUnmodified (clean) audit opinion
AuditorDEATON & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 91 accts · $261K emplr
2023$9.5M · 102 accts · $276K emplr
2022$7.6M · 103 accts · $276K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,910
Total administrative$40,910
The Intermountain Claims Inc. 401(k) match · 2024
Employer contribution per active participant$2,352
Median for plans this size$1,313
2024$2,352 per active participant
2023$2,602 per active participant
2022$2,555 per active participant

Intermountain Claims Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$38,500
PENSION PLAN SPECIALISTS · Contract administrator · Other services$2,410
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$40,910 · 0.41%
2023$32,736 · 0.38%
2022$31,401 · 0.39%
Similar plansFinance & Insurance · Idaho
S7 Corp. ID$10.4M · 0.66%
Amplio Corporation ID$9.7M · 0.85%
East Idaho Credit Union ID$7.4M · 0.28%
Tater Holdings Inc. ID$1.2M · 1.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 820360635 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.