Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLUMBIA BENEFITS, LLC
EIN 01-0624509Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
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 / $2.3M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COLUMBIA BENEFITS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLUMBIA BENEFITS, LLC PROFIT SHARING 401K
401k
Assets$805K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLUMBIA BENEFITS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 3 | 2024 | |
| 001 | COLUMBIA BENEFITS, LLC PROFIT SHARING 401K | 401k | $805K | 4 | 2024 |
Retirement plans