Alpine Bank Employee Welfare Benefit Plan — Form 5500 plan (Alpine Banks Of Colorado)
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, Alpine Bank Employee Welfare Benefit Plan is a benefit plan reported by Alpine Banks Of Colorado under EIN 84-0868818 and plan number 502. The latest loaded filing year is 2023. The filing reports 744 participants and $6,706,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alpine Banks Of Colorado
- EIN
- 84-0868818
- Plan number
- 502
- Plan type
- 2
- Location
- Glenwood Springs, CO
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $6,706,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20241004111211NAL0005647267004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,706,597
- Total liabilities (EOY)
- $2,607,938
- Net assets (EOY)
- $4,098,659
- Net assets (BOY)
- $4,984,458
Income & contributions
- Employer contributions
- $8,832,450
- Participant contributions
- $628,088
- Total contributions
- $13,500,203
- Total income / additions
- $13,500,203
Expenses & distributions
- Benefits paid
- $13,761,114
- Administrative expenses
- $624,888
- Total expenses
- $14,386,002
- Net increase / (decrease)
- -$885,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc | NONE | $527,708 | $13,819 | 2023 |
| Ima, Inc | BROKER | $56,850 | not reported in the loaded dataset | 2023 |
| Dalby Wendland & Co Pc | NONE | $16,350 | not reported in the loaded dataset | 2023 |