2023 Form 5500 filing — Alpine Bank Employee Welfare Benefit 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 20241004111211NAL0005647267004) for Alpine Bank Employee Welfare Benefit Plan, reported by Alpine Banks Of Colorado under EIN 84-0868818 and plan number 502. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111211NAL0005647267004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpine Banks Of Colorado
- EIN
- 84-0868818
- Plan number
- 502
- Location
- Glenwood Springs, CO
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,706,597
- Total liabilities (EOY)
- $2,607,938
- Net assets (EOY)
- $4,098,659
- Employer contributions
- $8,832,450
- Participant contributions
- $628,088
- Total income / additions
- $13,500,203
- Benefits paid
- $13,761,114
- Administrative expenses
- $624,888
- Total expenses
- $14,386,002
- Net increase / (decrease)
- -$885,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc | NONE | $527,708 | $13,819 |
| Ima, Inc | BROKER | $56,850 | not reported in the loaded dataset |
| Dalby Wendland & Co Pc | NONE | $16,350 | not reported in the loaded dataset |