# Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-for-the-rocky-mtn-employers-health-benefit-pln-846044454-502

> Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [SPENCER FANE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-for-the-rocky-mtn-employers-health-benefit-pln-846044454-502)

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