# The Colorado College Health & Welfare Plan
Source: https://planprovider.pro/companies/the-colorado-college-840402510-510

> The Colorado College's Health & Welfare plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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