Intermountain Retail Store Employees Pension Plan pension plans

Intermountain Retail Store Employees Pension Plan, Bothell, WA. EIN 91-6187192. Annual reports 2009–2024.

Intermountain Retail Store Employees Pension Plan has one active retirement plan on file, the Intermountain Retail Store Employees Pension Plan, with 12,226 participants and $223 million in assets in 2024. Legacy Professionals LLP is its administrator.

Active plans: 1
Participants: 12,226
Plan assets: $223 million
Administered by: Legacy Professionals LLP
Plans on file: 1
Industry: Retail

The plan

Intermountain Retail Store Employees Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 91-6187192
Participants (2024): 12,226
Net assets (2024): $223 million
Administered by: Legacy Professionals LLPEarlier: Anastasi Moore & Martin (2023), Zenith American Solutions (2015–2021)
Plan administrator: Intermountain Retail Store Employees Pension Plan
11724 N.E. 195TH Street
Bothell, WA 98011
(206) 282-4100As filed for 2024
In effect since: September 1, 1972

Earlier sponsor: Intermountain Retail Store Employees Pension Plan (2009–2017).

Earlier plan names: Internmountain Retail Store Employees Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,226	$223 million	Legacy Professionals LLP
2023	12,168	$206 million	Anastasi Moore & Martin
2022	12,191	$187 million	not listed
2021	16,602	$183 million	Zenith American Solutions
2020	16,500	$209 million	Zenith American Solutions
2019	16,378	$179 million	Zenith American Solutions
2018	15,758	$170 million	Zenith American Solutions
2017	15,519	$173 million	Zenith American Solutions
2016	14,951	$168 million	Zenith American Solutions
2015	14,793	$160 million	Zenith American Solutions
2014	14,234	$160 million	not listed
2013	14,767	$173 million	not listed
2012	14,675	$159 million	not listed
2011	14,538	$153 million	not listed
2010	14,928	$151 million	not listed
2009	15,185	$143 million	not listed

If you had money in one of these plans

Call Legacy Professionals LLP, which runs the Intermountain Retail Store Employees Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((206) 282-4100). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Intermountain Retail Store Employees Pension Plan

If you had money in one of these plans

What these numbers are

Other retail employers in WA