Original filing (PDF)20250723093648NAL0001772515001

COLORADO HEALTH BENEFIT EXCHANGE

Name: COLORADO HEALTH BENEFIT EXCHANGE — COLORADO HEALTH BENEFIT EXCHANGE 403(B) PLAN, Form 5500 (2024)
Creator: COLORADO HEALTH BENEFIT EXCHANGE

Form 5500

FILING_RECEIVED

COLORADO HEALTH BENEFIT EXCHANGE 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

211

Accounts w/ balance

239

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLORADO HEALTH BENEFIT EXCHANGE.

Plan sponsor

Name

COLORADO HEALTH BENEFIT EXCHANGE

EIN

45-3733823

Address

4600 SOUTH ULSTER ST. · STE 300 · DENVER, CO · 802373333

Phone

(720) 766-4808

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BROCK AND COMPANY CPAS P.C.

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$47K	—

Investments

34 direct securities· $16.9M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
AMERICAN FUNDS	—	—	—	$2.6M	15.6%
VANGUARD	—	—	—	$2.1M	12.6%
AMERICAN FUNDS	—	—	—	$1.7M	9.7%
AMERICAN FUNDS	—	—	—	$1.4M	8.2%

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