Plan Ledger DOL Form 5500 · updated monthly

University of Colorado Health401(k)

UCHEALTH 403(B) PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

University of Colorado Health reported $88,980 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,113 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 81st-largest of 1,461 plans among Colorado employers on file, and the 620th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$208,940,313
Participants with balances8,782
Active participants9,224
Employer contributions$10,267,214
Employee contributions$21,443,713
Employer contribution per active participant$1,113
Average account balance$23,792
Benefits paid to participants$12,005,344
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,730
Investment management$26,250
Total administrative$88,980
The University of Colorado Health 401(k) match · 2024
Employer contribution per active participant$1,113
Median for plans this size$3,635

University of Colorado Health's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$62,865
VERUS ADVISORY, INC. · Investment advisory (plan)$26,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$88,980 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Carepoint Health, LLC CO$372.1M · 0.13%
National Jewish Health CO$355.9M · 0.04%
Boulder Community Health CO$244.1M · 0.18%
Vail Health Hospital CO$189.8M · 0.09%
Craig Hospital CO$161.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454552631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.