Vail, 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, Vail, CO has 14 loaded benefit plan(s) reported by 8 plan sponsor(s), with $194,336,728 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$194.3MSummed across loaded plans$194,304,579
Total reported assets$194.3M$194,336,728
Total reported participants5.6K5,638
Total reported liabilities$32.1K$32,149

Reported net position

Reported assets = net assets + liabilities (summed)$194.3M total assets
Net assets$194.3MLiabilities$32.1K
Contributions & income
Employer contributions$6.6M
Participant contributions$13.7M
Total income / additions$47.9M
Expenses & distributions
Benefits paid / distributions$14.9M
Total expenses$15.2M
Net increase / (decrease)$32.7M

Data coverage

Plans with financial statements7 / 14 (50%)
Plans with provider compensation3 / 14 (21%)

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

Largest loaded plans in Vail, CO
PlanSponsorReported assets (EOY)Year
Vail Health Hospital Retirement PlanVail Health Hospital$157,220,4392023
Gallegos Masonry, Inc. 401k PlanGallegos Masonry, Inc.$13,849,6492023
Sonnenalp Properties Profit Sharing PlanSonnenalp Properties Inc.$10,301,2602023
Beck Building Company 401(K) PlanBeck Building Co.$7,329,7522023
Vail Mountain School 403(B) Dc PlanVail Mountain School 403(B) Dc Plan$4,447,0512023
Rocky Mountain Wine & Spirits, Inc. 401(K) PlanRocky Mountain Wine & Spirits, Inc.$1,154,2072023
Lake Life, Inc. 401(K) PlanLake Life, Inc.$34,3702023
Sonnenalp Properties, Inc. Employee Health Care PlanSonnenalp Properties, Inc.not reported in the loaded dataset2023
Sonnenalp Properties, Inc. Group Term Life Benefits PlanSonnenalp Properties, Inc.not reported in the loaded dataset2023
Sonnenalp Properties, Inc. Vision PlanSonnenalp Properties, Inc.not reported in the loaded dataset2023
Sonnenalp Properties, Inc. Dental PlanSonnenalp Properties, Inc.not reported in the loaded dataset2023
The Steadman Clinic, Pllc Health & Welfare Benefits PlanThe Steadman Clinic, Pllcnot reported in the loaded dataset2023
Vail Health Hospital Section 125 Flexible Benefits PlanVail Clinic, Inc. Dba Vail Health Hospitalnot reported in the loaded dataset2023
Vail Health Hospital Employee Benefits PlanVail Clinic, Inc. Dba Vail Health Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages