2023 Form 5500 filing — Colorado Finishing Trades Health & Welfare Fund
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 20250415111228NAL0003243873001) for Colorado Finishing Trades Health & Welfare Fund, reported by Trustees - Colorado Finishing Trades Health And Welfare Fund under EIN 84-0837011 and plan number 501. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415111228NAL0003243873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Colorado Finishing Trades Health And Welfare Fund
- EIN
- 84-0837011
- Plan number
- 501
- Location
- Aurora, CO
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,628,213
- Total liabilities (EOY)
- $2,605,268
- Net assets (EOY)
- $5,022,945
- Employer contributions
- $5,756,133
- Participant contributions
- $117,919
- Total income / additions
- $6,182,052
- Benefits paid
- $4,963,377
- Administrative expenses
- $571,102
- Total expenses
- $5,534,479
- Net increase / (decrease)
- $647,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys Of Colorado | NONE | $123,600 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $118,251 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $33,703 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $29,881 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $22,318 | not reported in the loaded dataset |