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Original filing (PDF)20250925142358NAL0007714193001

UTE MOUNTAIN UTE TRIBE GOVERNMENTAL AND ENTERPRISE

Form 5500
FILING_RECEIVED
UTE MOUNTAIN UTE TRIBE GOVERNMENTAL AND ENTERPRISE LTD PLAN
Health & welfare plan
Signals · 3
Late filing · 23.3 moNo auditor on fileNo recordkeeper disclosed
Active participants
824
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • Filed 23.3 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTE MOUNTAIN UTE TRIBE GOVERNMENTAL AND ENTERPRISE.
Plan sponsor
Name
UTE MOUNTAIN UTE TRIBE GOVERNMENTAL AND ENTERPRISE
EIN
84-0404385
Address
3 WEEMINCHE DRIVE · TOWAOC, CO · 81321
Phone
(970) 564-5422
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2021-12-01
Tax period
2022-11-30
Filed
2025-09-25
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

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.

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