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Form 5500 · Retirement plan · AURORA, CO

AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH

The filing calls this plan AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN.

AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH of AURORA, CO's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-0683346 · plan 001 · plan year 2024, filed Oct 6, 2025

Participants at the start of the year
940
Contracts on file
1
Contract value
$2,298,733
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $2,298,733 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC939December$2,298,733$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH
EIN 84-0683346
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$106,721
paid directly by the plan
WELLS FARGO ADVISORS FINANCIAL NETW
INVESTMENT ADVISORY · EIN 34-1542819
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$26,763,553
Paid out in benefits
$3,363,926
Participants at the start of the year
940
Participants with account balances
617

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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