2023 Form 5500 filing — Northwest Colorado Health Retirement Plan
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 20241003164517NAL0005930915001) for Northwest Colorado Health Retirement Plan, reported by Northwest Colorado Visting Nurse Association under EIN 84-0564998 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003164517NAL0005930915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Colorado Visting Nurse Association
- EIN
- 84-0564998
- Plan number
- 001
- Location
- Steamboat Springs, CO
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,694,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,592
- Employer contributions
- $164,950
- Participant contributions
- $419,071
- Total income / additions
- $1,548,778
- Benefits paid
- $499,682
- Administrative expenses
- $48,607
- Total expenses
- $549,925
- Net increase / (decrease)
- $998,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,758 | $0 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $23,976 |
| Ascensus Inc | OTHER | $0 | $2,386 |
| Acesnsus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $1,625 | not reported in the loaded dataset |