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THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameTHE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST
Plan identification number 002

THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLORADO RIVER INDIAN TRIBES has sponsored the creation of one or more 401k plans.

Company Name:COLORADO RIVER INDIAN TRIBES
Employer identification number (EIN):860092226
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01AMELIA FLORES2023-01-28 AMELIA FLORES2023-01-28
0022020-01-01AMELIA FLORES2021-10-11
0022019-01-01DENNIS PATCH2020-10-15
0022018-01-01DENNIS PATCH2019-10-12
0022017-01-01
0022016-01-01DENNIS PATCH
0022015-01-01DENNIS PATCH
0022014-01-01KEITH MOSES
0022013-01-01DENNIS PATCH
0022012-01-01DENNIS PATCH
0022011-01-01ELDRED ENAS
0022010-01-01ELDRED ENAS
0022009-01-01ELDRED ENAS
0022008-01-01ELDRED ENAS
0022007-01-01ELDRED ENAS
0022006-01-01ELDRED ENAS
0022005-01-01ELDRED ENAS

Plan Statistics for THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST

Measure Date Value
2022: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,085
Total number of active participants reported on line 7a of the Form 55002022-01-01684
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01354
Total of all active and inactive participants2022-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,043
Number of participants with account balances2022-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,016
Total number of active participants reported on line 7a of the Form 55002021-01-01722
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01310
Total of all active and inactive participants2021-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,037
Number of participants with account balances2021-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,182
Total number of active participants reported on line 7a of the Form 55002020-01-01765
Number of retired or separated participants receiving benefits2020-01-01262
Total of all active and inactive participants2020-01-011,027
Total participants2020-01-011,027
Number of participants with account balances2020-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,049
Total number of active participants reported on line 7a of the Form 55002019-01-01942
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-011,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,182
Number of participants with account balances2019-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,074
Total number of active participants reported on line 7a of the Form 55002018-01-01828
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,049
Number of participants with account balances2018-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,166
Total number of active participants reported on line 7a of the Form 55002017-01-01835
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,074
Number of participants with account balances2017-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,453
Total number of active participants reported on line 7a of the Form 55002016-01-01956
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01181
Total of all active and inactive participants2016-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,141
Number of participants with account balances2016-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0169
2015: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,593
Total number of active participants reported on line 7a of the Form 55002015-01-011,064
Number of other retired or separated participants entitled to future benefits2015-01-01321
Total of all active and inactive participants2015-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,392
Number of participants with account balances2015-01-011,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,633
Total number of active participants reported on line 7a of the Form 55002014-01-011,046
Number of other retired or separated participants entitled to future benefits2014-01-01519
Total of all active and inactive participants2014-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-011,578
Number of participants with account balances2014-01-011,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,566
Total number of active participants reported on line 7a of the Form 55002013-01-011,194
Number of other retired or separated participants entitled to future benefits2013-01-01458
Total of all active and inactive participants2013-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,661
Number of participants with account balances2013-01-011,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,468
Total number of active participants reported on line 7a of the Form 55002012-01-011,075
Number of other retired or separated participants entitled to future benefits2012-01-01451
Total of all active and inactive participants2012-01-011,526
Total participants2012-01-011,526
Number of participants with account balances2012-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,407
Total number of active participants reported on line 7a of the Form 55002011-01-011,030
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01402
Total of all active and inactive participants2011-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,432
Number of participants with account balances2011-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0164
2010: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011,162
Total number of active participants reported on line 7a of the Form 55002010-01-01924
Number of other retired or separated participants entitled to future benefits2010-01-01431
Total of all active and inactive participants2010-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,359
Number of participants with account balances2010-01-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0148
2009: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,152
Total number of active participants reported on line 7a of the Form 55002009-01-01856
Number of other retired or separated participants entitled to future benefits2009-01-01303
Total of all active and inactive participants2009-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,162
Number of participants with account balances2009-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016
2008: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-011,093
Total number of active participants reported on line 7a of the Form 55002008-01-01802
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01348
Total of all active and inactive participants2008-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-012
Total participants2008-01-011,152
Number of participants with account balances2008-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0182
2007: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-011,101
Total number of active participants reported on line 7a of the Form 55002007-01-01696
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-01379
Total of all active and inactive participants2007-01-011,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-011,075
Number of participants with account balances2007-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0178
2006: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-011,245
Total number of active participants reported on line 7a of the Form 55002006-01-01921
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-01180
Total of all active and inactive participants2006-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-011,101
Number of participants with account balances2006-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0164
2005: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-011,274
Total number of active participants reported on line 7a of the Form 55002005-01-01919
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-01326
Total of all active and inactive participants2005-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-011,245
Number of participants with account balances2005-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-0159

Financial Data on THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,026,447
Total of all expenses incurred2022-12-31$2,139,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,971,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,964,389
Value of total assets at end of year2022-12-31$23,637,856
Value of total assets at beginning of year2022-12-31$27,804,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$168,238
Total interest from all sources2022-12-31$5,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$377,840
Participant contributions at end of year2022-12-31$177,645
Participant contributions at beginning of year2022-12-31$131,841
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$13,403
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$61,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,166,251
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,637,856
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,804,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$20,549,800
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,762,661
Interest on participant loans2022-12-31$5,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,347,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,380,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,057,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,586,549
Employer contributions (assets) at end of year2022-12-31$1,562,420
Employer contributions (assets) at beginning of year2022-12-31$1,515,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,971,566
Contract administrator fees2022-12-31$117,769
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REDW LLC
Accountancy firm EIN2022-12-31850203431
2021 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,732,125
Total of all expenses incurred2021-12-31$2,432,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,317,336
Expenses. Certain deemed distributions of participant loans2021-12-31$9,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,928,492
Value of total assets at end of year2021-12-31$27,804,107
Value of total assets at beginning of year2021-12-31$25,504,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,890
Total interest from all sources2021-12-31$4,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$413,116
Participant contributions at end of year2021-12-31$131,841
Participant contributions at beginning of year2021-12-31$133,765
Participant contributions at end of year2021-12-31$13,403
Participant contributions at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$12,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,299,757
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,804,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,504,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,586,421
Value of interest in pooled separate accounts at end of year2021-12-31$24,762,661
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$4,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,380,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,386,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,785,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,515,376
Employer contributions (assets) at end of year2021-12-31$1,515,376
Employer contributions (assets) at beginning of year2021-12-31$1,397,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,317,336
Contract administrator fees2021-12-31$105,890
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REDW LLC
Accountancy firm EIN2021-12-31850203431
2020 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,942,539
Total of all expenses incurred2020-12-31$2,579,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,441,574
Expenses. Certain deemed distributions of participant loans2020-12-31$8,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,888,338
Value of total assets at end of year2020-12-31$25,504,350
Value of total assets at beginning of year2020-12-31$23,141,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,588
Total interest from all sources2020-12-31$7,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$26,044
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$451,295
Participant contributions at end of year2020-12-31$133,765
Participant contributions at beginning of year2020-12-31$156,164
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,214
Other income not declared elsewhere2020-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,363,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,504,350
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,141,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,586,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,283,072
Interest on participant loans2020-12-31$7,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,386,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,167,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,046,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,397,829
Employer contributions (assets) at end of year2020-12-31$1,397,829
Employer contributions (assets) at beginning of year2020-12-31$1,533,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,441,574
Contract administrator fees2020-12-31$103,544
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REDW LLC
Accountancy firm EIN2020-12-31850203431
2019 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,633,964
Total income from all sources (including contributions)2019-12-31$5,633,964
Total of all expenses incurred2019-12-31$1,742,614
Total of all expenses incurred2019-12-31$1,742,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,697,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,697,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,234,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,234,275
Value of total assets at end of year2019-12-31$23,141,062
Value of total assets at end of year2019-12-31$23,141,062
Value of total assets at beginning of year2019-12-31$19,249,712
Value of total assets at beginning of year2019-12-31$19,249,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,843
Total interest from all sources2019-12-31$8,355
Total interest from all sources2019-12-31$8,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,140
Administrative expenses professional fees incurred2019-12-31$11,140
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$451,700
Contributions received from participants2019-12-31$451,700
Participant contributions at end of year2019-12-31$156,164
Participant contributions at end of year2019-12-31$156,164
Participant contributions at beginning of year2019-12-31$167,106
Participant contributions at beginning of year2019-12-31$167,106
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,671
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,891,350
Value of net income/loss2019-12-31$3,891,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,141,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,141,062
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,249,712
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,249,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,283,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,283,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,406,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,406,576
Interest on participant loans2019-12-31$8,355
Interest on participant loans2019-12-31$8,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,167,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,167,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,209,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,209,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,391,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,391,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,533,904
Contributions received in cash from employer2019-12-31$1,533,904
Employer contributions (assets) at end of year2019-12-31$1,533,904
Employer contributions (assets) at end of year2019-12-31$1,533,904
Employer contributions (assets) at beginning of year2019-12-31$1,466,615
Employer contributions (assets) at beginning of year2019-12-31$1,466,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,697,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,697,771
Contract administrator fees2019-12-31$33,703
Contract administrator fees2019-12-31$33,703
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDW LLC
Accountancy firm name2019-12-31REDW LLC
Accountancy firm EIN2019-12-31850203431
Accountancy firm EIN2019-12-31850203431
2018 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$985,028
Total of all expenses incurred2018-12-31$1,641,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,636,843
Value of total corrective distributions2018-12-31$1,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,988,003
Value of total assets at end of year2018-12-31$19,249,712
Value of total assets at beginning of year2018-12-31$19,905,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,691
Total interest from all sources2018-12-31$7,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,691
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$521,388
Participant contributions at end of year2018-12-31$167,106
Participant contributions at beginning of year2018-12-31$180,838
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-656,263
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,249,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,905,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$16,406,576
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,077,867
Interest on participant loans2018-12-31$7,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,209,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,240,180
Net investment gain/loss from pooled separate accounts2018-12-31$-1,010,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,466,615
Employer contributions (assets) at end of year2018-12-31$1,466,615
Employer contributions (assets) at beginning of year2018-12-31$1,407,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,636,843
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REDW LLC
Accountancy firm EIN2018-12-31850203431
2017 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,840
Total income from all sources (including contributions)2017-12-31$4,389,898
Total of all expenses incurred2017-12-31$1,231,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,229,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,870,511
Value of total assets at end of year2017-12-31$19,905,975
Value of total assets at beginning of year2017-12-31$16,762,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,383
Total interest from all sources2017-12-31$15,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$420,892
Participant contributions at end of year2017-12-31$180,838
Participant contributions at beginning of year2017-12-31$108,677
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,529
Other income not declared elsewhere2017-12-31$8,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,158,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,905,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,747,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$17,077,867
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,943,137
Interest on participant loans2017-12-31$6,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,240,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,394,957
Net investment gain/loss from pooled separate accounts2017-12-31$2,495,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,407,090
Employer contributions (assets) at end of year2017-12-31$1,407,090
Employer contributions (assets) at beginning of year2017-12-31$1,316,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,229,488
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$14,840
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REDW LLC
Accountancy firm EIN2017-12-31850203431
2016 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,518
Total income from all sources (including contributions)2016-12-31$2,521,906
Total of all expenses incurred2016-12-31$2,386,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,377,431
Value of total corrective distributions2016-12-31$14,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,656,558
Value of total assets at end of year2016-12-31$16,762,788
Value of total assets at beginning of year2016-12-31$16,641,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-5,972
Total interest from all sources2016-12-31$14,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$340,541
Participant contributions at end of year2016-12-31$108,677
Participant contributions at beginning of year2016-12-31$92,736
Other income not declared elsewhere2016-12-31$7,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$135,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,747,948
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,612,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$13,943,137
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,638,989
Interest on participant loans2016-12-31$3,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,394,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,522,077
Net investment gain/loss from pooled separate accounts2016-12-31$843,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,316,017
Employer contributions (assets) at end of year2016-12-31$1,316,017
Employer contributions (assets) at beginning of year2016-12-31$1,388,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,377,431
Contract administrator fees2016-12-31$-5,972
Liabilities. Value of benefit claims payable at end of year2016-12-31$14,840
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$29,518
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REDW LLC
Accountancy firm EIN2016-12-31850203431
2015 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,038
Total income from all sources (including contributions)2015-12-31$1,552,139
Total of all expenses incurred2015-12-31$1,334,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,308,623
Value of total corrective distributions2015-12-31$14,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,675,576
Value of total assets at end of year2015-12-31$16,641,859
Value of total assets at beginning of year2015-12-31$16,417,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,405
Total interest from all sources2015-12-31$15,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$287,519
Participant contributions at end of year2015-12-31$92,736
Participant contributions at beginning of year2015-12-31$78,703
Other income not declared elsewhere2015-12-31$7,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$217,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,612,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,394,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,000
Value of interest in pooled separate accounts at end of year2015-12-31$13,638,989
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,242,903
Interest on participant loans2015-12-31$3,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,522,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,518,883
Net investment gain/loss from pooled separate accounts2015-12-31$-146,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,388,057
Employer contributions (assets) at end of year2015-12-31$1,388,057
Employer contributions (assets) at beginning of year2015-12-31$2,577,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,308,623
Contract administrator fees2015-12-31$1,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$29,518
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$23,038
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REDW LLC
Accountancy firm EIN2015-12-31850203431
2014 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,038
Total income from all sources (including contributions)2014-12-31$2,372,647
Total of all expenses incurred2014-12-31$1,065,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,029,007
Value of total corrective distributions2014-12-31$23,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,665,933
Value of total assets at end of year2014-12-31$16,417,721
Value of total assets at beginning of year2014-12-31$15,088,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,936
Total interest from all sources2014-12-31$15,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$236,931
Participant contributions at end of year2014-12-31$78,703
Participant contributions at beginning of year2014-12-31$70,001
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,306,666
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,394,683
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,088,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,125
Value of interest in pooled separate accounts at end of year2014-12-31$12,242,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,110,861
Interest on participant loans2014-12-31$3,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,518,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,568,760
Net investment gain/loss from pooled separate accounts2014-12-31$691,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,428,909
Employer contributions (assets) at end of year2014-12-31$2,577,232
Employer contributions (assets) at beginning of year2014-12-31$2,338,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,029,007
Contract administrator fees2014-12-31$811
Liabilities. Value of benefit claims payable at end of year2014-12-31$23,038
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REDW LLC
Accountancy firm EIN2014-12-31850203431
2013 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,011,974
Total of all expenses incurred2013-12-31$1,084,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,071,022
Expenses. Certain deemed distributions of participant loans2013-12-31$12,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,370,683
Value of total assets at end of year2013-12-31$15,088,017
Value of total assets at beginning of year2013-12-31$13,160,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,008
Total interest from all sources2013-12-31$14,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$215,311
Participant contributions at end of year2013-12-31$70,001
Participant contributions at beginning of year2013-12-31$63,257
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,049
Other income not declared elsewhere2013-12-31$-10,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,927,781
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,088,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,160,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,110,861
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,170,574
Interest on participant loans2013-12-31$2,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,568,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,607,119
Net investment gain/loss from pooled separate accounts2013-12-31$1,636,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,148,323
Employer contributions (assets) at end of year2013-12-31$2,338,395
Employer contributions (assets) at beginning of year2013-12-31$2,319,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,071,022
Contract administrator fees2013-12-31$1,008
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REDW LLC
Accountancy firm EIN2013-12-31850203431
2012 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,510,020
Total loss/gain on sale of assets2012-12-31$-3,805
Total of all expenses incurred2012-12-31$825,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$818,082
Expenses. Certain deemed distributions of participant loans2012-12-31$6,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,429,126
Value of total assets at end of year2012-12-31$13,160,236
Value of total assets at beginning of year2012-12-31$11,475,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$886
Total interest from all sources2012-12-31$18,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$199,054
Participant contributions at end of year2012-12-31$63,257
Participant contributions at beginning of year2012-12-31$61,051
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,024
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,000
Other income not declared elsewhere2012-12-31$3,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,684,793
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,160,236
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,475,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,170,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,279,154
Interest on participant loans2012-12-31$1,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,607,119
Net investment gain/loss from pooled separate accounts2012-12-31$1,063,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,190,072
Employer contributions (assets) at end of year2012-12-31$2,319,286
Employer contributions (assets) at beginning of year2012-12-31$1,129,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$818,082
Contract administrator fees2012-12-31$886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$-3,805
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REDW LLC
Accountancy firm EIN2012-12-31850203431
2011 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,061,001
Total of all expenses incurred2011-12-31$1,353,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,334,852
Expenses. Certain deemed distributions of participant loans2011-12-31$1,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,329,255
Value of total assets at end of year2011-12-31$11,475,443
Value of total assets at beginning of year2011-12-31$11,767,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,243
Total interest from all sources2011-12-31$1,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$199,617
Participant contributions at end of year2011-12-31$61,051
Participant contributions at beginning of year2011-12-31$38,333
Participant contributions at end of year2011-12-31$6,024
Participant contributions at beginning of year2011-12-31$422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-292,510
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,475,443
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,767,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,279,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,691,823
Interest on participant loans2011-12-31$1,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-269,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,129,638
Employer contributions (assets) at end of year2011-12-31$1,129,214
Employer contributions (assets) at beginning of year2011-12-31$2,037,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,334,852
Contract administrator fees2011-12-31$17,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, ALLEN AND CO.
Accountancy firm EIN2011-12-31860340489
2010 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10
Total income from all sources (including contributions)2010-12-31$2,144,218
Total of all expenses incurred2010-12-31$910,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$896,402
Expenses. Certain deemed distributions of participant loans2010-12-31$708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,145,985
Value of total assets at end of year2010-12-31$11,767,953
Value of total assets at beginning of year2010-12-31$10,534,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,357
Total interest from all sources2010-12-31$1,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$159,118
Participant contributions at end of year2010-12-31$38,333
Participant contributions at beginning of year2010-12-31$25,199
Participant contributions at end of year2010-12-31$422
Participant contributions at beginning of year2010-12-31$7,002
Other income not declared elsewhere2010-12-31$2,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,233,751
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,767,953
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,534,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,691,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,406,849
Interest on participant loans2010-12-31$1,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$994,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$986,867
Employer contributions (assets) at end of year2010-12-31$2,037,375
Employer contributions (assets) at beginning of year2010-12-31$2,095,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$896,402
Contract administrator fees2010-12-31$13,357
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, ALLEN AND CO.
Accountancy firm EIN2010-12-31860340489
2009 : THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST

2022: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THE COLORADO RIVER INDIAN TRIBES RETIREMENT PLAN AND TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513444-000
Policy instance 1
Insurance contract or identification number513444-000
Number of Individuals Covered945
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513444-000
Policy instance 1
Insurance contract or identification number513444-000
Number of Individuals Covered987
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,277
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513444-000
Policy instance 1
Insurance contract or identification number513444-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $2,834
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2834
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513444-000
Policy instance 2
Insurance contract or identification number513444-000
Number of Individuals Covered912
Insurance policy start date2019-05-23
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $849
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802841-000
Policy instance 1
Insurance contract or identification number802841-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,177
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,177
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802841-000
Policy instance 1
Insurance contract or identification number802841-000
Total amount of commissions paid to insurance brokerUSD $46,802
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,802
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802841-000
Policy instance 1
Insurance contract or identification number802841-000
Total amount of commissions paid to insurance brokerUSD $42,900
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,900
Insurance broker organization code?3
Insurance broker nameMICHAEL J CARLIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802841
Policy instance 1
Insurance contract or identification number802841
Number of Individuals Covered1173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $36,246
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,246
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802841
Policy instance 1
Insurance contract or identification number802841
Number of Individuals Covered1359
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,582
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,582
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802-841-000
Policy instance 1
Insurance contract or identification number802-841-000
Number of Individuals Covered1037
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $30,341
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,341
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802-841-000
Policy instance 1
Insurance contract or identification number802-841-000
Number of Individuals Covered962
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,325
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,325
Insurance broker organization code?3
Insurance broker nameINDEPENDENT FINANCIAL GROUP, INC.

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