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Original filing (PDF)20250415111228NAL0003243873001
TRUSTEES - COLORADO FINISHING TRADES HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
COLORADO FINISHING TRADES HEALTH & WELFARE FUND
Health & welfare plan
Signals · 2
~430 bps in Sched C feesNo recordkeeper disclosed
Active participants
407
Accounts w/ balance
—
Plan assets (EOY)
$7.6M
Net assets (EOY)
$5.0M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 430 bps in Schedule C fees — 726% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 TRUSTEES - COLORADO FINISHING TRADES HEALTH AND WELFARE FUND.
Plan sponsor
Name
TRUSTEES - COLORADO FINISHING TRADES HEALTH AND WELFARE FUND
EIN
84-0837011
Address
2821 S PARKER ROAD · SUITE 215 · AURORA, CO · 80014
Phone
(303) 745-1047
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPUSYS OF COLORADO | 84-0721304 | — | NONE | $124K | — |
| SPENCER FANE LLP | 44-0561981 | — | NONE | $118K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $34K | — |
| BHA CONSULTING LLC | 26-1384808 | — | NONE | $30K | — |
| MCMORGAN & COMPANY LLC | 52-2334338 | — | NONE | $22K | — |
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.