Assets by plan
Share of aggregate retirement assets
Filings through .
Columbia Benefits, LLC
EIN 01-0624509Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
7
1720 S. BELLAIRE ST., STE 410 - DENVER, CO 80222303-759-1100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
COLUMBIA BENEFITS, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$1.6M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
COLUMBIA BENEFITS, LLC PROFIT SHARING 401K
401(k)
Assets$928K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COLUMBIA BENEFITS, LLC CASH BALANCE PENSION PLAN | Cash balance | $1.6M | 3 | 2025 |
| #001 | COLUMBIA BENEFITS, LLC PROFIT SHARING 401K | 401(k) | $928K | 4 | 2025 |
- #002 · Cash balance · 20253
- #001 · 401(k) · 20254
Retirement plans