Rocky Mountain Ufcw Unions & Employers Health Benefit Plan - Retirees — Form 5500 plan (Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln)
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 - Retirees is a benefit plan reported by Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln under EIN 84-6044454 and plan number 502. The latest loaded filing year is 2023. The filing reports 959 participants and $12,117,006 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 Pln
- EIN
- 84-6044454
- Plan number
- 502
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 959
- End-of-year plan assets
- $12,117,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 959 | H, C | 20250213135435NAL0011849971003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,117,006
- Total liabilities (EOY)
- $627,914
- Net assets (EOY)
- $11,489,092
- Net assets (BOY)
- $9,685,192
Income & contributions
- Employer contributions
- $2,632,714
- Participant contributions
- $4,203,793
- Total contributions
- $6,836,507
- Total income / additions
- $7,400,526
Expenses & distributions
- Benefits paid
- $5,332,590
- Administrative expenses
- $264,036
- Total expenses
- $5,596,626
- Net increase / (decrease)
- $1,803,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $104,802 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $71,746 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $15,448 | $53,914 | 2023 |
| Umr, Inc. | NONE | $56,936 | $1,159 | 2023 |
| Legacy Professionals Llp | NONE | $28,639 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $20,157 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $7,630 | 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 Pln
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation