Back to filter
Original filing (PDF)20250821164536NAL0004451201003
ALPINE BANKS OF COLORADO
Form 5500
FILING_RECEIVED
ALPINE BANK EMPLOYEE WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~1209 bps in Sched C feesNo recordkeeper disclosed
Active participants
798
Accounts w/ balance
—
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.0M
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
- 1209 bps in Schedule C fees — 2226% 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 ALPINE BANKS OF COLORADO.
Plan sponsor
Name
ALPINE BANKS OF COLORADO
EIN
84-0868818
Address
P.O. BOX 10000 · GLENWOOD SPRINGS, CO · 81601
Phone
(970) 945-2424
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
DALBY WENDLAND & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
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.