JILL Hampton signed Trustees-Operating Engineers Health and Welfare Trust Fund for Colorad's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees-Operating Engineers Health and Welfare Trust Fund for Colorad's EIN is 23-7036156.
Download the official 2023 Form 5500 (PDF) for Trustees-Operating Engineers Health and Welfare Trust Fund for Colorad from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 23-7036156 | — | NONE | $563K | — |
| CIGNA HEALTH AND LIFE INSURANCE COM | 59-1031071 | — | NONE | $427K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $81K | — |
| US BANK |
| Provider | Nondisclosure info |
|---|---|
| DELTA DENTAL OF COLORADO | DOESN'T RESPOND TO SCHEDULE C REQUEST. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.2M | 21.8% | |
| Vanguard BD Index FDS Total Bnd Mkt N/A | Mutual Funds | — | $4.7M | $4.4M | 18.4% | |
| iShares TR Core Total USD N/A | Other securities | — | $2.9M | $2.9M | 12.1% | |
| First American Government Obligations Sweep- Y Shares N/A | Other securities | — | $1.7M | $1.7M | 6.9% | |
| Blackrock Strategic Income Opportunities Fund N/A | Other securities | — | $1.3M | $1.3M | 5.6% | |
| Blackrock Tactical Opportunities Fund Inst Shares N/A | Other securities | — | $977K | $982K | 4.1% | |
| JPMorgan US Equity Fund Select Class N/A | Other securities | — | $697K | $860K | 3.6% | |
| Blackrock Systematic Multi-Strategy Fund Inst Shares N/A | Other securities | — | $808K | $848K | 3.5% | |
| SPDR Portfolio Long Term Treasury ETF N/A | Other securities | — | $736K | $706K | 3.0% | |
| Capmbell Systematic Macro Fund CL I N/A | Other securities | — | $671K | $669K | 2.8% | |
| Blackroc GL Equity Market Neutral NSTL N/A | Other securities | — | $626K | $664K | 2.8% | |
| Blackrock ETF Trust US EQT Factor N/A | Other securities | — | $488K | $519K | 2.2% | |
| Vanguard S&P 500 Index Fund ETF Shares N/A | Common Collective Trusts | — | $395K | $518K | 2.2% | |
| iShares TR MSCI USA QLT FCT ETF N/A | Other securities | — | $394K | $517K | 2.2% | |
| Blackrock International-INSTL N/A | Mutual Funds | — | $444K | $504K | 2.1% | |
| iShares TR EAFE Growth ETF N/A | Other securities | — | $307K | $351K | 1.5% | |
| Exchange traded funds iShares TR EAFE Value ETF N/A | Other securities | — | $306K | $350K | 1.5% | |
| iShares S&P 500 GROWTH ETF N/A | Common Collective Trusts | — | $244K | $342K | 1.4% | |
| Money market funds Fidelity Government Cash Reserves N/A | Mutual Funds | — | $66K | $66K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Trustees-Operating Engineers Health and Welfare Trust Fund for Colorad's plan includes health coverage, life insurance, dental coverage, vision coverage.
| 31-0841368 |
| — |
| NONE |
| $73K |
| — |
| MCMORGAN & COMPANY LLC | 52-2334338 | — | NONE | $66K | — |
| SPENCER FANE LLP | 84-1075194 | — | NONE | $49K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $41K | — |
| OPTUM RX | 83-1959511 | — | NONE | $17K | — |
| VSP | 06-1227840 | — | NONE | $17K | — |
