Back to filter
Original filing (PDF)20251001155912NAL0032030226001
ROCKY FLATS WELFARE BENEFITS TRUST
Form 5500
FILING_RECEIVED
ROCKY FLATS WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
~15121 bps in Sched C fees7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$678K
Net assets (EOY)
$624K
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 15121 bps in Schedule C fees — 9470% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKY FLATS WELFARE BENEFITS TRUST.
Plan sponsor
Name
ROCKY FLATS WELFARE BENEFITS TRUST
EIN
74-6518237
Address
PO BOX 943 · MSIN H2-24 · RICHLAND, WA · 99352
Phone
(509) 372-1385
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS | 52-1883918 | — | NONE | $555K | — |
| MERCER HEALTH & BENEFITS | 34-2015463 | — | NONE | $247K | — |
| DAVIS WRIGHT TREMAINE | 91-0839480 | — | NONE | $152K | — |
| UMR, INC | 39-1995276 | — | NONE | $33K | — |
| EMS | 90-0886021 | — | NONE | $20K | — |
| US BANK | 31-0841368 | — | NONE | $10K | — |
| MILLER KAPALN | 95-2036255 | — | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.