Plan5500

Rocky Mountain Health Care Services 403(B) Plan — Form 5500 plan (Rocky Mountain Health Care Services)

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, Rocky Mountain Health Care Services 403(B) Plan is a benefit plan reported by Rocky Mountain Health Care Services under EIN 84-0765729 and plan number 001. The latest loaded filing year is 2023. The filing reports 551 participants and $13,633,745 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.6MPlan net assets, end of year$13,633,745
Participants551Covered participants reported
Assets / participant$24.7KComputed: assets ÷ participants$24,744 (computed)
Provider compensation$95.3K2 Schedule C provider row(s)$95,340
Plan sponsor
Rocky Mountain Health Care Services
EIN
84-0765729
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    551 participants · 2Sch HSch C
    View filing →
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)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$927K
Benefits paid / distributions$817K
Contributions
Employer$1.3M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$13,633,745
Total liabilities (EOY)
$0
Net assets (EOY)
$13,633,745
Net assets (BOY)
$9,239,845

Income & contributions

Employer contributions
$1,334,966
Participant contributions
$1,836,355
Total contributions
$3,509,850
Total income / additions
$5,320,913

Expenses & distributions

Benefits paid
$817,029
Administrative expenses
$95,340
Total expenses
$927,013
Net increase / (decrease)
$4,393,900
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.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$53K
    NONE · Direct $53K · Indirect $0
  2. 2
    Rainsberger Wealth Advisors$42.3K
    NONE · Direct $42.3K

What to inspect next

Frequently asked questions

Who sponsors the Rocky Mountain Health Care Services 403(B) Plan?
Rocky Mountain Health Care Services 403(B) Plan is reported as sponsored by Rocky Mountain Health Care Services (EIN 84-0765729, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rocky Mountain Health Care Services 403(B) Plan?
The latest Form 5500 filing year loaded for Rocky Mountain Health Care Services 403(B) Plan is 2023.
How many participants does Rocky Mountain Health Care Services 403(B) Plan report?
Rocky Mountain Health Care Services 403(B) Plan reports 551 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rocky Mountain Health Care Services 403(B) Plan?
Rocky Mountain Health Care Services 403(B) Plan reports $13,633,745 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages