2023 Form 5500 filing — Rocky Mountain Human Services Retirement 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 20250305213110NAL0009263425001) for Rocky Mountain Human Services Retirement Plan, reported by Rocky Mountain Human Services under EIN 84-1182143 and plan number 003. It reports 757 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)$24MReported net assets$24,001,106

Participants757

Provider compensation$102.4K3 Schedule C row(s)$102,360

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250305213110NAL0009263425001
Plan sponsor: Rocky Mountain Human Services
EIN: 84-1182143
Plan number: 003
Location: Denver, 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)$24M total assets

Net assets$24MLiabilities$0

Money in vs. money out

Total income / additions$6.5M

Total expenses$4M

Benefits paid / distributions$3.9M

Contributions

Employer$1.1M

Participant$1.9M

Full reported line items

Total assets (EOY): $24,001,106
Total liabilities (EOY): $0
Net assets (EOY): $24,001,106
Employer contributions: $1,076,939
Participant contributions: $1,852,214
Total income / additions: $6,477,721
Benefits paid: $3,898,871
Administrative expenses: $102,360
Total expenses: $4,001,231
Net increase / (decrease): $2,476,490

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$60.1K
CONTRACT ADMINISTRATOR · Direct $60.1K · Indirect $0
2
Morgan Stanley Global$42.3K
INVESTMENT ADVISORY · Direct $42.3K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250305213110NAL0009263425001 cover?: It is the 2023 Form 5500 filing for Rocky Mountain Human Services Retirement Plan, reported by Rocky Mountain Human Services (EIN 84-1182143).
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).