2023 Form 5500 filing — University Of Colorado Health And Welfare 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 20250307102637NAL0011610913001) for University Of Colorado Health And Welfare Trust, reported by Regents Of The University Of Colorado under EIN 84-6000555 and plan number 501. It reports 25,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$90.8MReported net assets$90,775,313
Participants25.2K25,162
Provider compensation$26M16 Schedule C row(s)$25,991,119
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250307102637NAL0011610913001
Plan sponsor
Regents Of The University Of Colorado
EIN
84-6000555
Plan number
501
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)$137.6M total assets
Net assets$90.8MLiabilities$46.9M
Money in vs. money out
Total income / additions$435.9M
Total expenses$413.7M
Benefits paid / distributions$387M
Contributions
Employer$381M
Participant$49.5M
Full reported line items
Total assets (EOY)
$137,646,174
Total liabilities (EOY)
$46,870,861
Net assets (EOY)
$90,775,313
Employer contributions
$380,992,397
Participant contributions
$49,484,123
Total income / additions
$435,863,939
Benefits paid
$386,950,364
Administrative expenses
$26,731,748
Total expenses
$413,682,112
Net increase / (decrease)
$22,181,827
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $13.7M · Indirect $104
  2. 2
    NONE · Direct $9.4M
  3. 3
    NONE · Direct $775.2K
  4. 4
    NONE · Direct $745K
  5. 5
    NONE · Direct $324.3K
  6. 6
    NONE · Direct $191.3K
  7. 7
    NONE · Direct $168.5K
  8. 8
    NONE · Direct $157.7K
  9. 9
    NONE · Direct $116K
  10. 10
    NONE · Direct $115.2K
  11. 11
    NONE · Direct $89.2K
  12. 12
    NONE · Direct $77.6K
  13. 13
    NONE · Direct $56K
  14. 14
    NONE · Direct $53.5K
  15. 15
    NONE · Direct $49.9K
  16. 16
    NONE · Direct $12.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250307102637NAL0011610913001 cover?
It is the 2023 Form 5500 filing for University Of Colorado Health And Welfare Trust, reported by Regents Of The University Of Colorado (EIN 84-6000555).
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