2023 Form 5500 filing — Colorado Contractors Open Shop Employers Master Retirement Trust

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 20241015203852NAL0017193651001) for Colorado Contractors Open Shop Employers Master Retirement Trust, reported by Colorado Contractors Open Shop Employers Master Retirement Trust under EIN 51-6095686 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,633,169

ParticipantsNot reported

Provider compensation$46.4K4 Schedule C row(s)$46,411

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015203852NAL0017193651001
Plan sponsor: Colorado Contractors Open Shop Employers Master Retirement Trust
EIN: 51-6095686
Plan number: 003
Location: Troy, MI
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)$7.6M total assets

Net assets$7.6MLiabilities$3.6K

Money in vs. money out

Total income / additions$410.1K

Total expenses$106.2K

Benefits paid / distributions$59.8K

Full reported line items

Total assets (EOY): $7,636,783
Total liabilities (EOY): $3,614
Net assets (EOY): $7,633,169
Total income / additions: $410,056
Benefits paid: $59,786
Administrative expenses: $46,446
Total expenses: $106,232
Net increase / (decrease): $303,824

Schedule C

Reported service provider compensation

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

1
Charles Schwab$15.7K
NONE OTHER THAN CONTRACT · Direct $15.7K
2
Benesys$13.5K
NONE OTHER THAN CONTRACT · Direct $13.5K
3
Baldwin Moffitt Behm Llp$10K
NONE OTHER THAN CONTRACT · Direct $10K
4
Segal Select Insurance$7.2K
NONE OTHER THAN CONTRACT · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015203852NAL0017193651001 cover?: It is the 2023 Form 5500 filing for Colorado Contractors Open Shop Employers Master Retirement Trust, reported by Colorado Contractors Open Shop Employers Master Retirement Trust (EIN 51-6095686).
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).