2023 Form 5500 filing — Rocky Mountain Ufcw Unions & Employers Health Benefit Plan - Retirees
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 20250213135435NAL0011849971003) for Rocky Mountain Ufcw Unions & Employers Health Benefit Plan - Retirees, reported by Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln under EIN 84-6044454 and plan number 502. It reports 959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213135435NAL0011849971003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln
- EIN
- 84-6044454
- Plan number
- 502
- Location
- Arvada, CO
- Participants
- 959
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,117,006
- Total liabilities (EOY)
- $627,914
- Net assets (EOY)
- $11,489,092
- Employer contributions
- $2,632,714
- Participant contributions
- $4,203,793
- Total income / additions
- $7,400,526
- Benefits paid
- $5,332,590
- Administrative expenses
- $264,036
- Total expenses
- $5,596,626
- Net increase / (decrease)
- $1,803,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $104,802 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $71,746 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | NONE | $15,448 | $53,914 |
| Umr, Inc. | NONE | $56,936 | $1,159 |
| Legacy Professionals Llp | NONE | $28,639 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $20,157 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $7,630 | not reported in the loaded dataset |