2023 Form 5500 filing — Rocky Mountain Health Care Services 403(B) 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 20241009133551NAL0019344481001) for Rocky Mountain Health Care Services 403(B) Plan, reported by Rocky Mountain Health Care Services under EIN 84-0765729 and plan number 001. It reports 551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.6MReported net assets$13,633,745
Participants551
Provider compensation$95.3K2 Schedule C row(s)$95,340
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009133551NAL0019344481001
Plan sponsor
Rocky Mountain Health Care Services
EIN
84-0765729
Plan number
001
Location
Colorado Springs, 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)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$927K
Benefits paid / distributions$817K
Contributions
Employer$1.3M
Participant$1.8M
Full reported line items
Total assets (EOY)
$13,633,745
Total liabilities (EOY)
$0
Net assets (EOY)
$13,633,745
Employer contributions
$1,334,966
Participant contributions
$1,836,355
Total income / additions
$5,320,913
Benefits paid
$817,029
Administrative expenses
$95,340
Total expenses
$927,013
Net increase / (decrease)
$4,393,900
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $53K · Indirect $0
  2. 2
    NONE · Direct $42.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009133551NAL0019344481001 cover?
It is the 2023 Form 5500 filing for Rocky Mountain Health Care Services 403(B) Plan, reported by Rocky Mountain Health Care Services (EIN 84-0765729).
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).

Related Form 5500 pages