Trinidad, 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, Trinidad, CO has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,395,094 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,395,094
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,395,094

Contributions & income

Employer contributions
$291,045
Participant contributions
$774,617
Total income / additions
$2,196,944

Expenses & distributions

Benefits paid / distributions
$1,228,875
Total expenses
$1,253,364
Net increase / (decrease)
$943,580

Coverage

Total reported participants
744
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trinidad, 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.

Largest loaded plans by reported assets

Largest loaded plans in Trinidad, CO
PlanSponsorReported assets (EOY)Year
Mt. San Rafael Hospital Retirement PlanTrinidad Area Health Association$7,865,8232023
Mt. San Rafael Hospital Matching Retirement PlanTrinidad Area Health Association$2,529,2712023
Bj & Y Lodging, Inc. 401(K) PlanBj & Y Lodging, Inc.$02023
Mt. San Rafael Hospital Employee Benefit PlanTrinidad Area Health Associationnot reported in the loaded dataset2023

Related Form 5500 pages