Colorado Finishing Trades Health & Welfare Fund — Form 5500 plan (Trustees - Colorado Finishing Trades Health And Welfare Fund)
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, Colorado Finishing Trades Health & Welfare Fund is a benefit plan reported by Trustees - Colorado Finishing Trades Health And Welfare Fund under EIN 84-0837011 and plan number 501. The latest loaded filing year is 2023. The filing reports 407 participants and $7,628,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Colorado Finishing Trades Health And Welfare Fund
- EIN
- 84-0837011
- Plan number
- 501
- Plan type
- 1
- Location
- Aurora, CO
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $7,628,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20250415111228NAL0003243873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,628,213
- Total liabilities (EOY)
- $2,605,268
- Net assets (EOY)
- $5,022,945
- Net assets (BOY)
- $4,375,372
Income & contributions
- Employer contributions
- $5,756,133
- Participant contributions
- $117,919
- Total contributions
- $5,874,052
- Total income / additions
- $6,182,052
Expenses & distributions
- Benefits paid
- $4,963,377
- Administrative expenses
- $571,102
- Total expenses
- $5,534,479
- Net increase / (decrease)
- $647,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compusys Of Colorado | NONE | $123,600 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $118,251 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $33,703 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $29,881 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $22,318 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Colorado Finishing Trades Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Aurora, CO
- Compusys Of Colorado — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation