# Trustees - Contractors Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/trustees-contractors-health-trust-846067792-501

> Trustees - Contractors Health Trust's 401(k) plan: 2,095 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Contractors Health Trust

- **Sponsor EIN:** 846067792

- **Sponsor Address:** 2380 SOUTH TEJON STREET, ENGLEWOOD, CO, 80110

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,095

- **Total Assets:** $7.4M

## 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|2,095|$7.4M|$30.4M|$156,739|

| 2023|2,423|$8.5M|$35.0M|$205,504|

| 2022|3,007|$7.8M|$36.5M|$247,721|

## 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|

| ROCKY MOUNTAIN HOSPITAL & MEDICAL|Other Service Provider|$1,821,977|—|$1,821,977|

| GLENWOOD INSURANCE AGENCY|Other Service Provider|$117,826|$120,000|$237,826|

| MEDIMPACT HEALTHCARE SYSTEMS, INC.|Other Service Provider|$220,893|—|$220,893|

| 2MH LLC|Other Service Provider|$158,439|—|$158,439|

| SPENCER FANE LLP|ERISA Attorney|$58,812|—|$58,812|

| NEEDLES & ASSOCIATES, LLC|Other Service Provider|$40,179|—|$40,179|

| SAGE BENEFIT ADVISORS|Other Service Provider|$38,654|—|$38,654|

| TRANSFORM WEALTH|Other Service Provider|$27,062|—|$27,062|

| SHIRAZI-MILLER BENEFITS, LLC|Other Service Provider|$26,275|—|$26,275|

| DIGITAL INSURANCE LLC|Other Service Provider|$25,520|—|$25,520|

| CONTRACTORS HEALTH TRUST|Other Service Provider|$20,000|—|$20,000|

| GERALD L LUKTON CO|Other Service Provider|$5,461|—|$5,461|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $2,681,098

- **Estimated Expense Ratio:** 36.135% 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|$3,634,034|$18,520|$1,432,495|$40,179|—|

| 2023|$3,904,032|$27,359|$1,559,882|$58,261|—|

| 2022|$4,052,783|$24,458|$1,904,639|—|$247,505|

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