Cortez, CO Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cortez, CO has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,763,084 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,763,084
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $24,763,084
Contributions & income
- Employer contributions
- $486,436
- Participant contributions
- $1,485,913
- Total income / additions
- $4,951,015
Expenses & distributions
- Benefits paid / distributions
- $2,623,621
- Total expenses
- $2,643,610
- Net increase / (decrease)
- $2,307,405
Coverage
- Total reported participants
- 921
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cortez, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Southwest Health System Inc. Employee Retirement Plan | Southwest Health System Inc. | $21,741,932 | 2023 |
| S&S Wallwood, Inc. 401(K) Plan | S&S Wallwood, Inc. | $3,021,152 | 2023 |
| Steve Keetch Motors, Inc. Self Funded Medical Reimbursement Plan | Steve Keetch Motors, Inc. | $0 | 2023 |
| Southwest Health System Welfare Benefit Plan | Southwest Health System | not reported in the loaded dataset | 2023 |
Largest plans in Cortez → · Cortez plans by participants → · Cortez plans with financial data → · Cortez plans with provider compensation → · $1B+ plans in Cortez →
Related Form 5500 pages
- All CO Form 5500 filings
- Southwest Health System Inc. Employee Retirement Plan (plan 001)
- Southwest Health System Inc. — all reported plans
- S&S Wallwood, Inc. 401(K) Plan (plan 001)
- S&S Wallwood, Inc. — all reported plans
- Steve Keetch Motors, Inc. Self Funded Medical Reimbursement Plan (plan 501)
- Steve Keetch Motors, Inc. — all reported plans
- Southwest Health System Welfare Benefit Plan (plan 501)
- Methodology
- Data sources