# Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-denver-theatrical-stage-emp-lu-7-h-w-trust-467508056-501

> Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust's Health & Welfare plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust

- **Sponsor EIN:** 467508056

- **Sponsor Address:** 1475 CURTIS STREET, DENVER, CO, 80202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 182

- **Total Assets:** $13.6M

## 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|182|$13.6M|$6.3M|$1,500|

| 2023|143|$10.0M|$4.9M|$4,435|

| 2022|154|$7.1M|$4.1M|$10,429|

## 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|

| SPENCER FANE LLP|ERISA Attorney|$130,628|—|$130,628|

| ADMINISTRATOR|Other Service Provider|$107,800|—|$107,800|

| ROYLE VAZQUEZ LLP|Other Service Provider|$29,712|—|$29,712|

| RBC WEALTH MANAGEMENT|Recordkeeper|$25,665|—|$25,665|

| WPAS, INC.|Other Service Provider|$15,600|—|$15,600|

| DENVER MANAGEMENT ADVISORS, INC.|Other Service Provider|$14,198|—|$14,198|

| CORELLIAN SOFTWARE, INC.|Other Service Provider|$7,049|—|$7,049|

| LAUTERBACH & AMEN, LLP|Other Service Provider|$6,400|—|$6,400|

### 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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $337,052

- **Estimated Expense Ratio:** 2.471% 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|$349,541|—|$130,449|$29,712|—|

| 2023|$244,988|—|$68,867|$24,408|—|

| 2022|$182,498|$32,281|$63,139|—|$75,596|

## Similar Plans

- [The Denver Center For The Performing Arts](https://planprovider.pro/companies/the-denver-center-for-the-performing-arts-840407760-002) — 212 participants

- [Colorado Symphony Association](https://planprovider.pro/companies/colorado-symphony-association-plan-002) — 80 participants

- [Six Productions, LLC](https://planprovider.pro/companies/six-productions-llc-881120543-501) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-denver-theatrical-stage-emp-lu-7-h-w-trust-467508056-501)

© 2026 PlanProvider.Pro