Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln
- Sponsor EIN: 846044454
- Sponsor Address: 5511 W. 56TH AVENUE, ARVADA, CO, 80002
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $14.4M
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. |
|---|---|---|---|---|
| 2024 | 0 | $14.4M | $2.6M | $3.9M |
| 2023 | 0 | $12.1M | $2.6M | $4.2M |
| 2022 | 0 | $10.3M | $2.6M | $4.5M |
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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $109,605 | — | $109,605 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $105,680 | — | $105,680 |
| UMR, INC. | Other Service Provider | $69,888 | $2,108 | $71,996 |
| THE SEGAL COMPANY (MIDWEST), INC. | Other Service Provider | — | $52,006 | $52,006 |
| LEGACY PROFESSIONALS LLP | Auditor | $31,288 | — | $31,288 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $22,564 | — | $22,564 |
| NORTHERN TRUST COMPANY | Other Service Provider | $11,543 | — | $11,543 |
| SPENCER FANE LLP | ERISA Attorney | $5,455 | — | $5,455 |
| SEGAL MARCO ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- SPENCER FANE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $415,137
- Estimated Expense Ratio: 2.881% 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 |
|---|---|---|---|---|---|
| 2024 | $298,495 | $5,000 | $100,821 | $30,708 | — |
| 2023 | $264,036 | $2,917 | $101,361 | $28,519 | — |
| 2022 | $214,539 | $599 | $104,246 | — | $91,273 |