2023 Form 5500 filing — El Pomar Foundation Employee Benefit Trust
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 20240729112650NAL0031904176001) for El Pomar Foundation Employee Benefit Trust, reported by El Pomar Foundation under EIN 84-6002373 and plan number 599. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729112650NAL0031904176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- El Pomar Foundation
- EIN
- 84-6002373
- Plan number
- 599
- Location
- Colorado Springs, CO
- Participants
- 78
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $801,146
- Net assets (EOY)
- $801,146
- Employer contributions
- $1,195,355
- Total income / additions
- $1,221,417
- Benefits paid
- $826,674
- Total expenses
- $1,295,953
- Net increase / (decrease)
- -$74,536
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1life | PROVIDER | $89,368 | $0 |
| Nfp Corporate Services (Se) Inc. | BROKER FEES | $57,971 | $0 |
| Integra Employer Health, LLC Dba Ma | BENEFIT ADMINISTRATOR | $21,483 | $0 |
| Delta Dental Of Colorado | BENEFIT ADMINISTRATOR | $10,928 | $0 |
| First Health Group, Corp | PPO | $3,817 | $0 |