Plan5500

Montrose, CO Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Montrose, CO has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $35,785,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

What stands out in Montrose

  • 10 loaded plans hold $35.8M in reported assets across 7 sponsors.
  • The largest, Montrose Regional Health Retirement Savings Plan, holds 97% of reported Montrose plan assets.
  • Plans cover 1,719 participants — about 172 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.8MSummed across loaded plans$35,764,935
Total reported assets$35.8M$35,785,826
Total reported participants1.7K1,719
Total reported liabilities$20.9K$20,891

Reported net position

Reported assets = net assets + liabilities (summed)$35.8M total assets
Net assets$35.8MLiabilities$20.9K
Contributions & income
Employer contributions$1.4M
Participant contributions$2.8M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montrose, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Montrose market comparison

Largest plan share of assets97%Montrose Regional Health Retirement Savings Plan
Participants per plan172Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Montrose

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Montrose Regional Health Retirement Savings Plan$34.9M
    Montrose Memorial Hospital, Inc. · 2023
  2. 2
    Heliarc Welding Service Profit Sharing Plan Trust$889.8K
    Heliarc Welding Service Inc. · 2023
  3. 3
    Heasty Investments Inc. 401(K) Plan$20.5K
    Heasty Investments Inc. · 2023
  4. 4
    Jeremy J. Gay Insurance Retirement Plan$13.3K
    Jeremy J. Gay Insurance, Inc. · 2023
  5. 5
    Galiso Dental Plan$0
    Galiso Incorporated · 2023
  6. 6
    Timepiece, Inc 401k Plan$0
    Timepiece, Inc. · 2023
  7. 7
    Galiso, Inc. Self Funded Medical Reimbursement Plan$0
    Galiso Incorporated · 2023
  8. 8
    Cedar Point Health, LLC Eap Plannot reported in the loaded dataset
    Cedar Point Health, LLC · 2023
  9. 9
    Montrose Memorial Hospital, Inc Employee Benefit Plannot reported in the loaded dataset
    Montrose Memorial Hospital · 2023
  10. 10
    Cedar Point Health, LLC Dental, Vision & Life Plannot reported in the loaded dataset
    Cedar Point Health, LLC · 2023

Largest plans in Montrose → · Montrose plans by participants → · Montrose plans with financial data → · Montrose plans with provider compensation → · $1B+ plans in Montrose →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Montrose, CO?
10 plan(s) reported by 7 sponsor(s) are loaded for Montrose, CO.

Related Form 5500 pages