Northwest Colorado Health Retirement Plan — Form 5500 plan (Northwest Colorado Visting Nurse Association)
Plain-English plan 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, Northwest Colorado Health Retirement Plan is a benefit plan reported by Northwest Colorado Visting Nurse Association under EIN 84-0564998 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $6,694,592 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.7MPlan net assets, end of year$6,694,592
Participants308Covered participants reported
Assets / participant$21.7KComputed: assets ÷ participants$21,736 (computed)
Provider compensation$74.7K4 Schedule C provider row(s)$74,745
- Plan sponsor
- Northwest Colorado Visting Nurse Association
- EIN
- 84-0564998
- Plan number
- 001
- Plan type
- 2
- Location
- Steamboat Springs, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241003164517NAL0005930915001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,694,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,592
- Net assets (BOY)
- $5,695,739
Income & contributions
- Employer contributions
- $164,950
- Participant contributions
- $419,071
- Total contributions
- $584,303
- Total income / additions
- $1,548,778
Expenses & distributions
- Benefits paid
- $499,682
- Administrative expenses
- $48,607
- Total expenses
- $549,925
- Net increase / (decrease)
- $998,853
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,758 | $0 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $23,976 | 2023 |
| Ascensus Inc | OTHER | $0 | $2,386 | 2023 |
| Acesnsus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $1,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Colorado Visting Nurse Association
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Steamboat Springs, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Acesnsus Holdings Inc Dba Futurepla — Schedule C compensation