401k Plan data: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN plan

INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 401k Plan overview

Plan Name	INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN
Plan identification number	001

INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTERMOUNTAIN FINANCIAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: INTERMOUNTAIN FINANCIAL GROUP

Employer identification number (EIN): 200434481

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 TODD REID 2022-05-23
001 2020-01-01 TODD REID 2021-05-24
001 2019-01-01
001 2018-01-01 TODD REID
001 2017-01-01 TODD REID
001 2016-01-01 TODD REID
001 2015-01-01 TODD REID TODD REID 2016-05-19
001 2014-01-01 TODD REID TODD REID 2015-04-30
001 2013-01-01 TODD REID TODD REID 2014-08-21
001 2012-01-01 TODD REID 2013-09-27
001 2011-01-01 TODD REID 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	TODD REID	2022-05-23
001	2020-01-01	TODD REID	2021-05-24
001	2019-01-01
001	2018-01-01	TODD REID
001	2017-01-01	TODD REID
001	2016-01-01	TODD REID
001	2015-01-01	TODD REID		TODD REID	2016-05-19
001	2014-01-01	TODD REID		TODD REID	2015-04-30
001	2013-01-01	TODD REID		TODD REID	2014-08-21
001	2012-01-01	TODD REID	2013-09-27
001	2011-01-01	TODD REID	2012-10-12

Plan Statistics for INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN

401k plan membership statisitcs for INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN

Measure Date Value
2019: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 11
2017: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	11
2017: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN

Measure	Date	Value
2019 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$214,783
Expenses. Total of all expenses incurred	2019-12-31	$7,221
Total plan assets at end of year	2019-12-31	$1,023,730
Total plan assets at beginning of year	2019-12-31	$816,168
Value of fidelity bond covering the plan	2019-12-31	$90,000
Total contributions received or receivable from participants	2019-12-31	$37,140
Contributions received from other sources (not participants or employers)	2019-12-31	$906
Other income received	2019-12-31	$163,484
Net income (gross income less expenses)	2019-12-31	$207,562
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,023,730
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$816,168
Assets. Value of participant loans	2019-12-31	$28,812
Total contributions received or receivable from employer(s)	2019-12-31	$13,253
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$4,975
Expenses. Total of all expenses incurred	2018-12-31	$8,004
Total plan assets at end of year	2018-12-31	$816,168
Total plan assets at beginning of year	2018-12-31	$819,197
Value of fidelity bond covering the plan	2018-12-31	$90,000
Total contributions received or receivable from participants	2018-12-31	$48,580
Expenses. Other expenses not covered elsewhere	2018-12-31	$8,004
Contributions received from other sources (not participants or employers)	2018-12-31	$284
Other income received	2018-12-31	$-53,862
Net income (gross income less expenses)	2018-12-31	$-3,029
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$816,168
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$819,197
Assets. Value of participant loans	2018-12-31	$24,064
Total contributions received or receivable from employer(s)	2018-12-31	$9,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$143,529
Expenses. Total of all expenses incurred	2017-12-31	$7,449
Total plan assets at end of year	2017-12-31	$819,197
Total plan assets at beginning of year	2017-12-31	$683,117
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$27,840
Other income received	2017-12-31	$104,347
Net income (gross income less expenses)	2017-12-31	$136,080
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$819,197
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$683,117
Assets. Value of participant loans	2017-12-31	$16,853
Total contributions received or receivable from employer(s)	2017-12-31	$11,342
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$77,097
Expenses. Total of all expenses incurred	2016-12-31	$5,121
Benefits paid (including direct rollovers)	2016-12-31	$3,246
Total plan assets at end of year	2016-12-31	$683,117
Total plan assets at beginning of year	2016-12-31	$611,141
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$25,724
Other income received	2016-12-31	$45,140
Net income (gross income less expenses)	2016-12-31	$71,976
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$683,117
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$611,141
Total contributions received or receivable from employer(s)	2016-12-31	$6,233
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,192
Expenses. Total of all expenses incurred	2015-12-31	$6,054
Benefits paid (including direct rollovers)	2015-12-31	$6,054
Total plan assets at end of year	2015-12-31	$611,141
Total plan assets at beginning of year	2015-12-31	$616,003
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$19,994
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$452
Other income received	2015-12-31	$-25,403
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-4,862
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$611,141
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$616,003
Assets. Value of participant loans	2015-12-31	$3,833
Total contributions received or receivable from employer(s)	2015-12-31	$6,149
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$50,189
Expenses. Total of all expenses incurred	2014-12-31	$58,522
Benefits paid (including direct rollovers)	2014-12-31	$58,522
Total plan assets at end of year	2014-12-31	$616,003
Total plan assets at beginning of year	2014-12-31	$624,336
Value of fidelity bond covering the plan	2014-12-31	$70,000
Total contributions received or receivable from participants	2014-12-31	$21,584
Contributions received from other sources (not participants or employers)	2014-12-31	$2,957
Other income received	2014-12-31	$15,377
Net income (gross income less expenses)	2014-12-31	$-8,333
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$616,003
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$624,336
Assets. Value of participant loans	2014-12-31	$5,455
Total contributions received or receivable from employer(s)	2014-12-31	$10,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$200,569
Expenses. Total of all expenses incurred	2013-12-31	$538,922
Benefits paid (including direct rollovers)	2013-12-31	$534,929
Total plan assets at end of year	2013-12-31	$624,336
Total plan assets at beginning of year	2013-12-31	$962,689
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$24,288
Other income received	2013-12-31	$166,770
Net income (gross income less expenses)	2013-12-31	$-338,353
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$624,336
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$962,689
Assets. Value of participant loans	2013-12-31	$2,399
Total contributions received or receivable from employer(s)	2013-12-31	$9,511
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN

2019: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERMOUNTAIN FINANCIAL GROUP SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374289-01

Policy instance

Insurance contract or identification number	374289-01
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374289-01

Policy instance

Insurance contract or identification number	374289-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374289-01

Policy instance

Insurance contract or identification number	374289-01
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 83327-1

Policy instance

Insurance contract or identification number	RM 83327-1
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,217
Commission paid to Insurance Broker	USD $1,217
Insurance broker organization code?	3
Insurance broker name	H BLAKE PARKINSON

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Company Name:	INTERMOUNTAIN FINANCIAL GROUP
Employer identification number (EIN):	200434481
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages