Lone Tree, 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, Lone Tree, CO has 22 loaded benefit plan(s) reported by 16 plan sponsor(s), with $475,416,016 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $475,416,016
- Total reported liabilities (EOY)
- $17,398
- Total reported net assets (EOY)
- $475,398,618
Contributions & income
- Employer contributions
- $11,052,196
- Participant contributions
- $21,351,664
- Total income / additions
- $105,560,361
Expenses & distributions
- Benefits paid / distributions
- $52,238,507
- Total expenses
- $54,477,438
- Net increase / (decrease)
- $51,082,923
Coverage
- Total reported participants
- 8,433
- Plans with financial statements
- 15
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lone Tree, 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 |
|---|---|---|---|
| Westmoreland Retirement Plan | Westmoreland Mining LLC | $138,752,848 | 2023 |
| Employee Savings And Investment Plan Of Cochlear Americas | Cochlear Americas | $102,035,298 | 2023 |
| Westmoreland Mining Employees' Savings Plan | Westmoreland Mining LLC | $77,113,313 | 2023 |
| Canvas Credit Union Savings Plan | Canvas Credit Union | $56,018,521 | 2023 |
| Ccrm Fertility Network 401(K) Plan | Ccrm Management Company, LLC | $46,931,084 | 2023 |
| Corus Orthodontists LLC 401(K) Plan | Corus Orthodontists LLC | $35,996,727 | 2023 |
| Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. | Urology Associates, P.C. | $7,540,784 | 2023 |
| Family Care Center, Pllc Retirement Plan | Family Care Center, Pllc | $4,341,788 | 2023 |
| Western Surgical Care, Pc 401(K) Profit Sharing Plan | Western Surgical Care, Pc | $3,372,037 | 2023 |
| Gallacher Capital Management, LLC 401(K) Plan | Gallacher Capital Management, LLC | $2,001,936 | 2023 |
| Arahant Health Services, LLC 401k Plan | Arahant Mental Wellness, LLC | $557,387 | 2023 |
| C2- Conceptual Connectivity Ll 401(K) Profit Sharing Plan & Trust | C2- Conceptual Connectivity Ll | $334,177 | 2023 |
| Blp Sports Nutrition Retirement Plan | Blp Sports Nutrition, Inc. | $219,932 | 2023 |
| Jbsr Enterprises, Inc. 401k Profit Sharing Plan | Jbsr Enterprises, Inc. | $198,674 | 2023 |
| Tmthompson Enterprises, Inc. Profit Sharing Plan | Tmthompson Enterprises, Inc. | $1,510 | 2023 |
| Cochlear Americas Employee Benefit Plan | Cochlear Americas | not reported in the loaded dataset | 2023 |
| Corus Orthodontics LLC Medical, Dental, And Vision | Corus Orthodontics LLC | not reported in the loaded dataset | 2023 |
| Corus Orthodontics LLC Life Ad&D, Vol Life Ad&D, Std, Ltd, Accident, Hospital Indemnity | Corus Orthodontics LLC | not reported in the loaded dataset | 2023 |
| Stanbrick Dental Health And Welfare Benefits Plan | Stanbrick Dental Services | not reported in the loaded dataset | 2023 |
| Canvas Credit Union Health And Welfare Benefit Plan | Canvas Credit Union | not reported in the loaded dataset | 2023 |
| Family Care Center, Pllc Health And Welfare Benefit Plan For Fcc Mso, LLC | Fcc Mso, LLC | not reported in the loaded dataset | 2023 |
| Family Care Center, Pllc Health And Welfare Benefits Plan | Family Care Center, Pllc | not reported in the loaded dataset | 2023 |
Largest plans in Lone Tree → · Lone Tree plans by participants → · Lone Tree plans with financial data → · Lone Tree plans with provider compensation → · $1B+ plans in Lone Tree →
Related Form 5500 pages
- All CO Form 5500 filings
- Westmoreland Retirement Plan (plan 006)
- Westmoreland Mining LLC — all reported plans
- Employee Savings And Investment Plan Of Cochlear Americas (plan 001)
- Cochlear Americas — all reported plans
- Westmoreland Mining Employees' Savings Plan (plan 001)
- Canvas Credit Union Savings Plan (plan 002)
- Canvas Credit Union — all reported plans
- Ccrm Fertility Network 401(K) Plan (plan 001)
- Ccrm Management Company, LLC — all reported plans
- Corus Orthodontists LLC 401(K) Plan (plan 002)
- Corus Orthodontists LLC — all reported plans
- Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. (plan 001)
- Urology Associates, P.C. — all reported plans
- Family Care Center, Pllc Retirement Plan (plan 001)
- Family Care Center, Pllc — all reported plans
- Western Surgical Care, Pc 401(K) Profit Sharing Plan (plan 001)
- Western Surgical Care, Pc — all reported plans
- Gallacher Capital Management, LLC 401(K) Plan (plan 001)
- Gallacher Capital Management, LLC — all reported plans
- Arahant Health Services, LLC 401k Plan (plan 001)
- Arahant Mental Wellness, LLC — all reported plans
- C2- Conceptual Connectivity Ll 401(K) Profit Sharing Plan & Trust (plan 001)
- C2- Conceptual Connectivity Ll — all reported plans
- Blp Sports Nutrition Retirement Plan (plan 001)
- Blp Sports Nutrition, Inc. — all reported plans
- Jbsr Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Jbsr Enterprises, Inc. — all reported plans
- Tmthompson Enterprises, Inc. Profit Sharing Plan (plan 001)
- Tmthompson Enterprises, Inc. — all reported plans
- Methodology
- Data sources