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Nonprofit · EIN 74-2675605

INTERMOUNTAIN HEALTH CARE INC

Also known as RETIREE WELFARE BENEFIT TRUST

Tax-exempt · SLC, UT 84111

Financials

$24.9M$24.4M2023$29.3M$25.6M2024
Revenue Expenses · by fiscal year end
Financials of INTERMOUNTAIN HEALTH CARE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$29,257,562$25,584,672$3,672,890$102,715,432$92,260$102,623,172
December 31, 2023990$24,947,920$24,358,959$588,961$93,889,508$164,020$93,725,488
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$23,893,792
Investment income
$5,363,770
Net gain from sales of assets
$2,446,793
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$23,738,781
Compensation of officers, directors and key employees
$62,280
Salaries, compensation and benefits (total)
$62,280
Professional fundraising fees
$0
Legal fees
$4,182
Accounting fees
$68,660

Balance sheet and other

Total assets, start of year
$93,889,508
Total assets, end of year
$102,715,432
Total liabilities, end of year
$92,260
Net assets, end of year
$102,623,172
Publicly traded securities
$83,955,868
Gross unrelated business income
$5,363,770
Gross receipts
$67,457,369
Employees
0
Volunteers
0
Year formed
1994
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF NEW YORK MELLONINSTITUTIONAL TRUSTEE
Institutional trustee
1$62,280
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF NEW YORK MELLONINSTITUTIONAL TRUSTEE
Institutional trustee
1$62,807

Address and contacts

Address (IRS master file)
36 S STATE ST STE 2200, SLC, UT 84111-1470
In care of
% DAVE ADAMS
Principal officer (990 for 2024)
DAVE ADAMS, 36 S STATE STREET STE 2200, SLC, UT 84111
Signed the 990
PLAN ADMINISTRATOR, PLAN ADMINISTRATOR
Phone
(801) 442-2000
Return prepared by
ERNST & YOUNG US LLP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-2675605
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$102,715,432
Income (IRS master file)
$67,457,369

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$29,257,562$25,584,672$102,715,432XML
990December 2023$24,947,920$24,358,959$93,889,508XML
990December 2022$21,669,135$20,898,995$84,101,633IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2675605).

Questions about INTERMOUNTAIN HEALTH CARE INC

What is the EIN of INTERMOUNTAIN HEALTH CARE INC?
The employer identification number (EIN) of INTERMOUNTAIN HEALTH CARE INC is 74-2675605.
Is INTERMOUNTAIN HEALTH CARE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Are donations to INTERMOUNTAIN HEALTH CARE INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INTERMOUNTAIN HEALTH CARE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INTERMOUNTAIN HEALTH CARE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INTERMOUNTAIN HEALTH CARE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of INTERMOUNTAIN HEALTH CARE INC?
The 990 for the year ended December 31, 2024 names DAVE ADAMS.
Who are the officers and directors of INTERMOUNTAIN HEALTH CARE INC?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $62,280 (BANK OF NEW YORK MELLON, INSTITUTIONAL TRUSTEE).
How much revenue does INTERMOUNTAIN HEALTH CARE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $29,257,562, expenses of $25,584,672 and total assets of $102,715,432 at year end.

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