Rocky Mountain Ufcw Unions & Employers Health Benefit Plan — Form 5500 plan (Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pla)
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 Ufcw Unions & Employers Health Benefit Plan is a benefit plan reported by Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pla under EIN 84-6044454 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,829 participants and $40,444,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pla
- EIN
- 84-6044454
- Plan number
- 501
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 8,829
- End-of-year plan assets
- $40,444,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,829 | H, C | 20250213135435NAL0011849971002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,444,653
- Total liabilities (EOY)
- $11,290,851
- Net assets (EOY)
- $29,153,802
- Net assets (BOY)
- $20,095,659
Income & contributions
- Employer contributions
- $118,371,312
- Participant contributions
- $5,799,231
- Total contributions
- $124,170,543
- Total income / additions
- $130,428,284
Expenses & distributions
- Benefits paid
- $117,854,718
- Administrative expenses
- $3,515,423
- Total expenses
- $121,370,141
- Net increase / (decrease)
- $9,058,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $3,466,993 | $58,298 | 2023 |
| Zenith American Solutions | NONE | $2,068,477 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $324,954 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $284,995 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Colorado | NONE | $284,245 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $282,423 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $240,857 | not reported in the loaded dataset | 2023 |
| Mines And Associates, Inc. | NONE | $175,359 | not reported in the loaded dataset | 2023 |
| Sherman & Howard, LLC | NONE | $59,515 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $56,213 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $21,382 | not reported in the loaded dataset | 2023 |
| Secova, Inc. | NONE | $20,293 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $11,888 | $0 | 2023 |
| Frsecure, LLC | NONE | $5,901 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $5,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pla
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Umr, Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Delta Dental Of Colorado — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Mines And Associates, Inc. — Schedule C compensation
- Sherman & Howard, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Secova, Inc. — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Frsecure, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation