University Of Colorado Health And Welfare Trust — Form 5500 plan (Regents Of The University Of Colorado)
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, University Of Colorado Health And Welfare Trust is a benefit plan reported by Regents Of The University Of Colorado under EIN 84-6000555 and plan number 501. The latest loaded filing year is 2023. The filing reports 25,162 participants and $137,646,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regents Of The University Of Colorado
- EIN
- 84-6000555
- Plan number
- 501
- Plan type
- 3
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 25,162
- End-of-year plan assets
- $137,646,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,162 | H, C | 20250307102637NAL0011610913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,646,174
- Total liabilities (EOY)
- $46,870,861
- Net assets (EOY)
- $90,775,313
- Net assets (BOY)
- $68,593,486
Income & contributions
- Employer contributions
- $380,992,397
- Participant contributions
- $49,484,123
- Total contributions
- $430,476,520
- Total income / additions
- $435,863,939
Expenses & distributions
- Benefits paid
- $386,950,364
- Administrative expenses
- $26,731,748
- Total expenses
- $413,682,112
- Net increase / (decrease)
- $22,181,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rocky Mountain Hospital And Medical | NONE | $13,665,629 | $104 | 2023 |
| Kaiser Foundation | NONE | $9,393,380 | not reported in the loaded dataset | 2023 |
| Colorado Dental Service, Inc | NONE | $775,225 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy, Inc. | NONE | $744,964 | not reported in the loaded dataset | 2023 |
| Merative Us L.P. | NONE | $324,300 | not reported in the loaded dataset | 2023 |
| Highway To Health, Inc | NONE | $191,286 | not reported in the loaded dataset | 2023 |
| Ovuline, Inc | NONE | $168,548 | not reported in the loaded dataset | 2023 |
| Arthur J. Gallagher Risk Management | NONE | $157,656 | not reported in the loaded dataset | 2023 |
| Fitdigit, Inc | NONE | $116,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $115,199 | not reported in the loaded dataset | 2023 |
| Application Software Inc | NONE | $89,244 | not reported in the loaded dataset | 2023 |
| Optum Bank, Inc | NONE | $77,649 | not reported in the loaded dataset | 2023 |
| Trudatarx, Inc | NONE | $56,000 | not reported in the loaded dataset | 2023 |
| Metro Crisis Services, Inc | NONE | $53,475 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | NONE | $49,875 | not reported in the loaded dataset | 2023 |
| Davis Graham & Stubbs | NONE | $12,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regents Of The University Of Colorado
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Rocky Mountain Hospital And Medical — Schedule C compensation
- Kaiser Foundation — Schedule C compensation
- Colorado Dental Service, Inc — Schedule C compensation
- Cvs Pharmacy, Inc. — Schedule C compensation
- Merative Us L.P. — Schedule C compensation
- Highway To Health, Inc — Schedule C compensation
- Ovuline, Inc — Schedule C compensation
- Arthur J. Gallagher Risk Management — Schedule C compensation
- Fitdigit, Inc — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Application Software Inc — Schedule C compensation
- Optum Bank, Inc — Schedule C compensation
- Trudatarx, Inc — Schedule C compensation
- Metro Crisis Services, Inc — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation
- Davis Graham & Stubbs — Schedule C compensation