2023 Form 5500 filing — Aurora Mental Health 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 20241010114034NAL0011425635001) for Aurora Mental Health Retirement Savings Plan, reported by Aurora Comprehensive Community Mental Health under EIN 84-0683346 and plan number 001. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114034NAL0011425635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurora Comprehensive Community Mental Health
- EIN
- 84-0683346
- Plan number
- 001
- Location
- Aurora, CO
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,077,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,077,060
- Employer contributions
- $1,003,956
- Participant contributions
- $2,352,108
- Total income / additions
- $6,397,697
- Benefits paid
- $1,818,427
- Administrative expenses
- $82,167
- Total expenses
- $1,900,594
- Net increase / (decrease)
- $4,497,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,167 | $0 |
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $25,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |