| FORM 990, PART I, LINE 1 |
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 1 |
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 AND SERVES 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 PLANS 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, AIM 151-1550 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. |
Attach to Form 990 or 990-EZ.