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Original filing (PDF)20260213070704NAL0001458848002
JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA
Form 5500
FILING_RECEIVED
ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 3
~1617 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
8,950
Accounts w/ balance
—
Plan assets (EOY)
$41.3M
Net assets (EOY)
$27.5M
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
- 1617 bps in Schedule C fees — 5477% above peer band of 29 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 JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA
EIN
84-6044454
Address
5511 W. 56TH AVENUE · SUITE 250 · ARVADA, CO · 80002
Phone
(303) 430-1118
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $2.9M | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $2.1M | — |
| THE SEGAL COMPANY (MIDWEST), INC. | 13-1975125 | — | NONE | $300K | — |
| DELTA DENTAL OF COLORADO | 83-4416613 | — | NONE | $296K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $264K | — |
| SPENCER FANE LLP | 44-0561981 | — | NONE | $203K | — |
| MINES AND ASSOCIATES, INC. | 84-1028610 | — | NONE | $190K | — |
| OPTUM RX | 33-0441200 | — | NONE | $139K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $131K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $70K | — |
| TRILOGY CONSULTING GROUP, INC. | 36-4016705 | — | NONE | $34K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $17K | — |
| LAZARD ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $17K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $11K | — |
| FRSECURE, LLC | 26-3547185 | — | NONE | $5K | — |
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.