Plan5500

El Pomar Foundation Employee Benefit Trust — Form 5500 plan (El Pomar Foundation)

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, El Pomar Foundation Employee Benefit Trust is a benefit plan reported by El Pomar Foundation under EIN 84-6002373 and plan number 599. The latest loaded filing year is 2023. The filing reports 78 participants and $801,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
El Pomar Foundation
EIN
84-6002373
Plan number
599
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
78
End-of-year plan assets
$801,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20240729112650NAL0031904176001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$801,146
Net assets (EOY)
$801,146
Net assets (BOY)
$875,682

Income & contributions

Employer contributions
$1,195,355
Total income / additions
$1,221,417

Expenses & distributions

Benefits paid
$826,674
Total expenses
$1,295,953
Net increase / (decrease)
-$74,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
1lifePROVIDER$89,368$02023
Nfp Corporate Services (Se) Inc.BROKER FEES$57,971$02023
Integra Employer Health, LLC Dba MaBENEFIT ADMINISTRATOR$21,483$02023
Delta Dental Of ColoradoBENEFIT ADMINISTRATOR$10,928$02023
First Health Group, CorpPPO$3,817$02023

Related Form 5500 pages