Plan5500

Evans, 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, Evans, CO has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $15,510,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Evans

  • 3 loaded plans hold $15.5M in reported assets across 2 sponsors.
  • The largest, Sunrise Community Health 401(K) Safe Harbor Plan, holds 99% of reported Evans plan assets.
  • Plans cover 726 participants — about 242 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.5MSummed across loaded plans$15,510,414
Total reported assets$15.5M$15,510,414
Total reported participants726
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.5M total assets
Net assets$15.5MLiabilities$0
Contributions & income
Employer contributions$579.1K
Participant contributions$1.1M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Evans, 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.

Computed from loaded plans

Evans market comparison

Largest plan share of assets99%Sunrise Community Health 401(K) Safe Harbor Plan
Participants per plan242Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Evans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sunrise Community Health 401(K) Safe Harbor Plan$15.4M
    Sunrise Community Health, Inc. · 2023
  2. 2
    Wallon Legacy Inc 401(K) Plan$104.3K
    Wallon Legacy Inc · 2023
  3. 3
    Sunrise Community Healthnot reported in the loaded dataset
    Sunrise Community Health · 2023

Largest plans in Evans → · Evans plans by participants → · Evans plans with financial data → · Evans plans with provider compensation → · $1B+ plans in Evans →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Evans, CO?
3 plan(s) reported by 2 sponsor(s) are loaded for Evans, CO.

Related Form 5500 pages