Northwest Colorado Health Retirement Plan — Form 5500 plan (Northwest Colorado Visting Nurse Association)
Plain-English plan 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, Northwest Colorado Health Retirement Plan is a benefit plan reported by Northwest Colorado Visting Nurse Association under EIN 84-0564998 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $6,694,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Colorado Visting Nurse Association
- EIN
- 84-0564998
- Plan number
- 001
- Plan type
- 2
- Location
- Steamboat Springs, CO
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $6,694,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241003164517NAL0005930915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,694,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,592
- Net assets (BOY)
- $5,695,739
Income & contributions
- Employer contributions
- $164,950
- Participant contributions
- $419,071
- Total contributions
- $584,303
- Total income / additions
- $1,548,778
Expenses & distributions
- Benefits paid
- $499,682
- Administrative expenses
- $48,607
- Total expenses
- $549,925
- Net increase / (decrease)
- $998,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,758 | $0 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $23,976 | 2023 |
| Ascensus Inc | OTHER | $0 | $2,386 | 2023 |
| Acesnsus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $1,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Colorado Visting Nurse Association
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Steamboat Springs, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Acesnsus Holdings Inc Dba Futurepla — Schedule C compensation