Rocky Mountain Ser/Jobs For Progress Employee Retirement Plan — Form 5500 plan (Rocky Mountain Service Employment Redevelopment (Rmser))
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, Rocky Mountain Ser/Jobs For Progress Employee Retirement Plan is a benefit plan reported by Rocky Mountain Service Employment Redevelopment (Rmser) under EIN 84-0826906 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $3,607,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Mountain Service Employment Redevelopment (Rmser)
- EIN
- 84-0826906
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $3,607,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20240415154049NAL0002730624001 |
| 2023 | 143 | H, C | 20251231132015NAL0011120035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,461,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,461,416
- Net assets (BOY)
- $2,403,792
Income & contributions
- Participant contributions
- $20,514
- Total contributions
- $20,514
- Total income / additions
- $305,911
Expenses & distributions
- Benefits paid
- $206,536
- Administrative expenses
- $41,751
- Total expenses
- $248,287
- Net increase / (decrease)
- $57,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $33,079 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $22,159 | $0 | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $13,706 | $0 | 2023 |
| The Retirement Advantage | TPA | $10,737 | not reported in the loaded dataset | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $8,855 | $0 | 2023 |
| The Retirement Advantage | TPA | $7,160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rocky Mountain Service Employment Redevelopment (Rmser)
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Lincoln National Corporation — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- The Retirement Advantage — Schedule C compensation