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Sponsor portfolio

COLORADO STRUCTURES, INC.

EIN 84-0776040-Latest filing 2025
Plans
3
Retirement
2
$89.2M assets
Welfare
1
$112K premiums
Participants
423
540 ELKTON DRIVE, SUITE 202 - COLORADO SPRINGS, CO 80907719-522-0500coloradostructural.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001ESOP-$66.0M - 2 part#002401k-$23.3M - 217 part#501Mixed-$112K - 204 lives

Retirement portfolio analytics

2 plans aggregated / $89.2M assets / 219 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEE STOCK OWNERSHIP (#001)74%
  • COLORADO STRUCTURES 401(K) (#002)26%
Total $89.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • ROCKEFELLER FINANCIAL LLC26%
Total $89.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLORADO STRUCTURES 401(K) (#002)217
  • EMPLOYEE STOCK OWNERSHIP (#001)2
Total 219Click row to drill in

Benefits portfolio analytics

1 plan / $112K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$112K
  • Long-term disability$112K
  • Other$112K
Total $112K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $112K1 slice

Broker market share

Schedule A broker compensation

Split broker
51%top
  • LOCKTON COMPANIES, LLC51%
  • ALLIANT INSURANCE SERVICES, INC.49%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COLORADO STRUCTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$66.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COLORADO STRUCTURES 401(K) PLAN

401k

Assets$23.3M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLORADO STRUCTURES, INC. BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$112K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COLORADO STRUCTURES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$66.0M22024
002COLORADO STRUCTURES 401(K) PLAN401k$23.3M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLORADO STRUCTURES, INC. BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$112K2042025
Retirement plans
Welfare plans
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