2023 Form 5500 filing — University Of Colorado Health And Welfare 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 20250307102637NAL0011610913001) for University Of Colorado Health And Welfare Trust, reported by Regents Of The University Of Colorado under EIN 84-6000555 and plan number 501. It reports 25,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307102637NAL0011610913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Regents Of The University Of Colorado
- EIN
- 84-6000555
- Plan number
- 501
- Location
- Denver, CO
- Participants
- 25,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,646,174
- Total liabilities (EOY)
- $46,870,861
- Net assets (EOY)
- $90,775,313
- Employer contributions
- $380,992,397
- Participant contributions
- $49,484,123
- Total income / additions
- $435,863,939
- Benefits paid
- $386,950,364
- Administrative expenses
- $26,731,748
- Total expenses
- $413,682,112
- Net increase / (decrease)
- $22,181,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocky Mountain Hospital And Medical | NONE | $13,665,629 | $104 |
| Kaiser Foundation | NONE | $9,393,380 | not reported in the loaded dataset |
| Colorado Dental Service, Inc | NONE | $775,225 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc. | NONE | $744,964 | not reported in the loaded dataset |
| Merative Us L.P. | NONE | $324,300 | not reported in the loaded dataset |
| Highway To Health, Inc | NONE | $191,286 | not reported in the loaded dataset |
| Ovuline, Inc | NONE | $168,548 | not reported in the loaded dataset |
| Arthur J. Gallagher Risk Management | NONE | $157,656 | not reported in the loaded dataset |
| Fitdigit, Inc | NONE | $116,000 | not reported in the loaded dataset |
| Aon Consulting | NONE | $115,199 | not reported in the loaded dataset |
| Application Software Inc | NONE | $89,244 | not reported in the loaded dataset |
| Optum Bank, Inc | NONE | $77,649 | not reported in the loaded dataset |
| Trudatarx, Inc | NONE | $56,000 | not reported in the loaded dataset |
| Metro Crisis Services, Inc | NONE | $53,475 | not reported in the loaded dataset |
| Forvis Mazars Llp | NONE | $49,875 | not reported in the loaded dataset |
| Davis Graham & Stubbs | NONE | $12,585 | not reported in the loaded dataset |