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  1. Companies/
  2. Trinidad Area Health Association
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Trinidad Area Health Association

EIN 84-0586742-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$14.1M assets
Health & Benefits
1
$121K premiums
Participants
702
410 BENEDICTA AVE - TRINIDAD, CO 81082719-846-9213
Plans on this EIN
3 filings
#002403(b)-$10.6M - 263 part#001Profit-sharing-$3.5M - 258 part#501Mixed-$121K - 293 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 521 participants

Assets by plan

Share of aggregate retirement assets

  • HOSPITAL RETIREMENT PLAN (#002)$10.6M
  • MATCHING RETIREMENT PLAN (#001)$3.5M
Total $14.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$14.1M
Total $14.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HOSPITAL RETIREMENT PLAN (#002)263
  • MATCHING RETIREMENT PLAN (#001)258
Total 521Select a row to open it

Benefits portfolio analytics

1 plan / $121K premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$100K
  • Long-term disability$100K
  • Vision$22K
Total $121K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN

403(b)

Assets$10.6M
Participants263
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN

Profit-sharing

Assets$3.5M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MT. SAN RAFAEL HOSPITAL EMPLOYEE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$121K
Covered lives293
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN403(b)$10.6M2632025
#001MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLANProfit-sharing$3.5M2582025
  • MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN$10.6M
    #002 · 403(b) · 2025263
  • MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN$3.5M
    #001 · Profit-sharing · 2025258

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MT. SAN RAFAEL HOSPITAL EMPLOYEE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$121K2932025
  • MT. SAN RAFAEL HOSPITAL EMPLOYEE BENEFIT PLAN$121K
    #501 · Mixed · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025293
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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