Aurora Mental Health Retirement Savings Plan — Form 5500 plan (Aurora Comprehensive Community Mental Health)
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, Aurora Mental Health Retirement Savings Plan is a benefit plan reported by Aurora Comprehensive Community Mental Health under EIN 84-0683346 and plan number 001. The latest loaded filing year is 2023. The filing reports 853 participants and $23,077,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aurora Comprehensive Community Mental Health
- EIN
- 84-0683346
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, CO
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $23,077,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H, C | 20241010114034NAL0011425635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,077,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,077,060
- Net assets (BOY)
- $18,579,957
Income & contributions
- Employer contributions
- $1,003,956
- Participant contributions
- $2,352,108
- Total contributions
- $3,485,289
- Total income / additions
- $6,397,697
Expenses & distributions
- Benefits paid
- $1,818,427
- Administrative expenses
- $82,167
- Total expenses
- $1,900,594
- Net increase / (decrease)
- $4,497,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,167 | $0 | 2023 |
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $25,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aurora Comprehensive Community Mental Health
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Aurora, CO
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Financial Netw — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation