Plan Snapshot
- Plan Sponsor: The Colorado College
- Sponsor EIN: 840402510
- Sponsor Address: 14 EAST CACHE LA POUDRE STREET, COLORADO SPRINGS, CO, 80903
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 531
- Total Assets: $12.6M
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 | 531 | $12.6M | $386,139 | $265,268 |
| 2023 | 542 | $11.6M | $393,272 | $268,525 |
| 2022 | 530 | $10.2M | $395,451 | $262,608 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $88,495 | — | $88,495 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,495
- Estimated Expense Ratio: 0.700% 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 | $88,495 | — | $88,495 | — | — |
| 2023 | $88,050 | — | $88,050 | — | — |
| 2022 | $84,777 | — | $84,777 | — | — |