Original filing (PDF)20251014090303NAL0003441744001

BOULDER COMMUNITY HEALTH

Name: BOULDER COMMUNITY HEALTH — BOULDER COMMUNITY HEALTH RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: BOULDER COMMUNITY HEALTH

Form 5500

FILING_RECEIVED

BOULDER COMMUNITY HEALTH RETIREMENT PLAN AND TRUST

Defined-benefit pension plan

Signals · 2

41% in single holdingNo recordkeeper disclosed

Active participants

286

Accounts w/ balance

Plan assets (EOY)

$103.3M

Net assets (EOY)

$103.3M

How this plan invests

This plan

1 pooled trust

Schedule D

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOULDER COMMUNITY HEALTH.

Plan sponsor

Name

BOULDER COMMUNITY HEALTH

EIN

84-0175870

Address

4715 ARAPAHOE AVE · SUITE G20 · BOULDER, CO · 803031385

Phone

(303) 415-4575

Industry

Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD	—	VALLEY FORGE, PA	INVESTMENT ADVISORY	$131K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$265K	—

Investments

5 direct securities · 1 pooled fund· $103.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$101.0M

5 holdings

Pooled Separate Account

$2.3M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vanguard Long Term Inv Grade Fund Admiral	—	—	$53.4M	$42.8M	41.4%
	Vanguard Long Term Treasury Index Admiral	—	—	$27.7M	$19.8M	19.2%

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