2023 Form 5500 filing — Emeriti Retiree Health Plan For The Colorado College

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725151929NAL0008355603001) for Emeriti Retiree Health Plan For The Colorado College, reported by The Colorado College under EIN 84-0402510 and plan number 510. It reports 1,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,559,465
Participants1.1K1,108
Provider compensation$88K1 Schedule C row(s)$88,050
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725151929NAL0008355603001
Plan sponsor
The Colorado College
EIN
84-0402510
Plan number
510
Location
Colorado Springs, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$710.5K
Benefits paid / distributions$622.5K
Contributions
Employer$393.3K
Participant$268.5K
Full reported line items
Total assets (EOY)
$11,559,465
Total liabilities (EOY)
$0
Net assets (EOY)
$11,559,465
Employer contributions
$393,272
Participant contributions
$268,525
Total income / additions
$2,058,230
Benefits paid
$622,486
Administrative expenses
$88,050
Total expenses
$710,536
Net increase / (decrease)
$1,347,694

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Emeriti Retirement Health SolutionsCONSULTANT$88,050not reported in the loaded dataset

Related Form 5500 pages