Back to filter
Original filing (PDF)20250515130031NAL0044607426001
TRI-STATE GENERATION & TRANSMISSION ASSOCIATION. INC.
Form 5500
FILING_RECEIVED
TRISTATE GROUP INSURANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,092
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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 TRI-STATE GENERATION & TRANSMISSION ASSOCIATION. INC..
Plan sponsor
Name
TRI-STATE GENERATION & TRANSMISSION ASSOCIATION. INC.
EIN
84-0464189
Address
PO BOX 33695 · DENVER, CO · 802330695
Phone
(303) 452-6111
Industry
Utilitiessee all
Plan administrator
Name
TRI-STATE GENERATION & TRANSMISSION ASSOCIATION. INC.
EIN
84-0464189
City
DENVER, CO
Phone
(303) 452-6111
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA BEHAVIORAL HEALTH , LLC | 23-2229683 | HARTFORD, CT | PLAN ADMINISTRATOR | $39K | — |
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.
Related plans
Other plans using AETNA BEHAVIORAL HEALTH , LLC
KPMG LLP
KPMG LLP HEALTH PLANS
$74.3M · 27,540 participants
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST
$62.6M · 3,615 participants
LINCOLN NATIONAL CORPORATION C/O HEALTH & WELFARE BENEFITS
LINCOLN NATIONAL CORPORATION EMPLOYEES LIFE, HEALTH & ACCIDENT PLAN
$13.7M · 9,767 participants
WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. HEALTH BENEFITS PLAN
$4.8M · 9,687 participants
FIRST NATIONAL OF NEBRASKA, INC.
FIRST NATIONAL OF NEBRASKA, INC. WELFARE BENEFIT PLAN
$1.7M · 4,552 participants
FAUST DISTRIBUTING CO. INC.
FAUST DISTRIBUTING CO. EMPLOYEE BENEFIT PLAN
$587K · 365 participants
Similar-size Utilities plans
MID-CONTINENT ENERGY CORP.
MID-CONTINENT ENERGY CORP. 401(K)
$0
POWERGEN, INC.
POWERGEN INC. RETIREMENT PLAN
$0
BADECO INC.
BADECO INC. 401(K) PLAN
$0
LANE POWER & ENERGY SOLUTIONS, INC.
LANE POWER & ENERGY SOLUTIONS, INC. 401(K) PLAN
$0
SIMPLY BLUE ENERGY US LLC
SIMPLY BLUE ENERGY US LLC
$0
SOUTHERN UTILITIES COMPANY, INC.
SOUTHERN UTILITIES COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$0
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B