Plan5500

Ute Mountain Ute Tribe — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ute Mountain Ute Tribe (EIN 84-0404385) is a plan sponsor located in Towaoc, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-0404385
Location
Towaoc, CO
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ute Mountain Ute Tribe

  • 6 loaded plans hold $4.9M in reported assets.
  • The largest, Ute Mountain Ute Tribe Enterprise 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,412 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,885,842
Total reported assets$4.9M$4,888,931
Total reported participants3.4K3,412
Total reported liabilities$3.1K$3,089

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$3.1K
Contributions & income
Employer contributions$306.8K
Participant contributions$284.5K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$541.8K
Total expenses$541.8K
Net increase / (decrease)$690K

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Ute Mountain Ute Tribe Enterprise 401(K) Plan
Participants per plan569Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ute Mountain Ute Tribe Enterprise 401(K) Plan$4.9M
    Plan #003 · 564 participants · 2023
  2. 2
    Ute Mountain Ute Tribe Governmental And Enterprise Ltd Plannot reported in the loaded dataset
    Plan #502 · 831 participants · 2023
  3. 3
    Ute Mountain Ute Tribe Governmental And Enterprise Health Benefit Plannot reported in the loaded dataset
    Plan #501 · 824 participants · 2023
  4. 4
    Ute Mountain Ute Tribe Governmental And Enterprise Dental Plannot reported in the loaded dataset
    Plan #504 · 537 participants · 2023
  5. 5
    Ute Mountain Ute Tribe Governmental And Enterprise Medical Plannot reported in the loaded dataset
    Plan #503 · 401 participants · 2023
  6. 6
    Ute Mountain Ute Tribe Governmental And Enterprise Vision Plannot reported in the loaded dataset
    Plan #505 · 255 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ute Mountain Ute Tribe. Open one for its full reported snapshot.

  1. 2023
    Ute Mountain Ute Tribe Enterprise 401(K) Plan564 participants · 2Sch HSch C
    View filing →
  2. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Health Benefit Plan824 participants · 2No schedules
    View filing →
  3. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Health Benefit Plan831 participants · 2No schedules
    View filing →
  4. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Ltd Plan831 participants · 2No schedules
    View filing →
  5. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Medical Plan401 participants · 2No schedules
    View filing →
  6. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Dental Plan537 participants · 2No schedules
    View filing →
  7. 2023
    Ute Mountain Ute Tribe Governmental And Enterprise Vision Plan255 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ute Mountain Ute Tribe report on Form 5500?
Ute Mountain Ute Tribe (EIN 84-0404385) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ute Mountain Ute Tribe?
The Employer Identification Number (EIN) reported for Ute Mountain Ute Tribe is 84-0404385.
What is the latest Form 5500 filing year for Ute Mountain Ute Tribe?
The latest loaded Form 5500 filing year for Ute Mountain Ute Tribe is 2023.

Related Form 5500 pages