Plan Snapshot
- Plan Sponsor: Colorado State Fraternal Order Of Police
- Sponsor EIN: 311005065
- Sponsor Address: 8400 ALCOTT STREET, WESTMINSTER, CO, 80031
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 8,649
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 8,649 | $2.5M | $0 | $0 |
| 2024 | 8,132 | $2.4M | $0 | $2.5M |
| 2023 | 8,004 | $2.2M | $0 | $2.4M |
| 2022 | 7,613 | $1.8M | $0 | $2.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PMT CONSULTING | Other Service Provider | $18,000 | — | $18,000 |
| FORVIS MAZARS, LLP | Other Service Provider | $17,300 | — | $17,300 |
| JODY D CORDOVA | Other Service Provider | $12,010 | — | $12,010 |
| JEFFREY SMITH | Other Service Provider | $12,000 | — | $12,000 |
| MICHAEL DEEDON | Other Service Provider | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,310
- Estimated Expense Ratio: 2.887% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,710,268 | — | — | — | — |
| 2024 | $56,624 | — | — | $17,100 | — |
| 2023 | $48,289 | — | — | — | — |
| 2022 | $36,193 | — | — | — | $4,629 |