2023 Form 5500 filing — Southern Ute Indian Tribe Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826112054NAL0009466609001) for Southern Ute Indian Tribe Retirement Savings Plan, reported by Southern Ute Indian Tribe Retirement Savings Plan under EIN 84-0404384 and plan number 002. It reports 1,862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$266.5MReported net assets$266,549,755

Participants1.9K1,862

Provider compensation$3.5K2 Schedule C row(s)$3,545

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240826112054NAL0009466609001
Plan sponsor: Southern Ute Indian Tribe Retirement Savings Plan
EIN: 84-0404384
Plan number: 002
Location: Ignacio, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$266.5M total assets

Net assets$266.5MLiabilities$0

Money in vs. money out

Total income / additions$65.8M

Total expenses$27.8M

Benefits paid / distributions$27.8M

Contributions

Employer$10.4M

Participant$8.3M

Full reported line items

Total assets (EOY): $266,549,755
Total liabilities (EOY): $0
Net assets (EOY): $266,549,755
Employer contributions: $10,413,923
Participant contributions: $8,334,704
Total income / additions: $65,782,892
Benefits paid: $27,776,486
Administrative expenses: $3,545
Total expenses: $27,778,064
Net increase / (decrease): $38,004,828

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Strategic Advisors, Inc.$56.8K
ADVISOR · Direct $56.8K
2
Fidelity Investments Institutional-$53.3K
RECORDKEEPER · Direct -$53.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826112054NAL0009466609001 cover?: It is the 2023 Form 5500 filing for Southern Ute Indian Tribe Retirement Savings Plan, reported by Southern Ute Indian Tribe Retirement Savings Plan (EIN 84-0404384).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).