Civic Intelligence

Blue Heron Benefits Trust LLC

Plan context: Blue Heron Benefits Trust LLC Employee Benefit Plan

EIN 20-4986967 • Grand Junction, CO • 18 filings • 6 plans

P O Box 4087Grand Junction, CO 81502
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$265,210

2024 Contributions

$1,097,006

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$438,932$219,466$0200620162024YearValue
$265,210Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

139700200620162024YearValue
40Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024140$265,210$1,097,006$27,425iApproximate average salary by contribution assumption: employee only about $685,629 at 4% or $457,086 at 6%; with 50% employer match about $457,086 at 4% or $304,724 at 6%; with 100% employer match about $342,814 at 4% or $228,543 at 6%.
Blue Heron Benefits Trust LLC Employee Benefit Plan-40$265,210$1,097,006$27,425iApproximate average salary by contribution assumption: employee only about $685,629 at 4% or $457,086 at 6%; with 50% employer match about $457,086 at 4% or $304,724 at 6%; with 100% employer match about $342,814 at 4% or $228,543 at 6%.
2023142$266,750$842,791$20,066iApproximate average salary by contribution assumption: employee only about $501,661 at 4% or $334,441 at 6%; with 50% employer match about $334,441 at 4% or $222,961 at 6%; with 100% employer match about $250,831 at 4% or $167,220 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-42$266,750$842,791$20,066iApproximate average salary by contribution assumption: employee only about $501,661 at 4% or $334,441 at 6%; with 50% employer match about $334,441 at 4% or $222,961 at 6%; with 100% employer match about $250,831 at 4% or $167,220 at 6%.
2022141$259,970$1,178,953$28,755iApproximate average salary by contribution assumption: employee only about $718,874 at 4% or $479,249 at 6%; with 50% employer match about $479,249 at 4% or $319,499 at 6%; with 100% employer match about $359,437 at 4% or $239,625 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-41$259,970$1,178,953$28,755iApproximate average salary by contribution assumption: employee only about $718,874 at 4% or $479,249 at 6%; with 50% employer match about $479,249 at 4% or $319,499 at 6%; with 100% employer match about $359,437 at 4% or $239,625 at 6%.
2021143$231,849$1,306,998$30,395iApproximate average salary by contribution assumption: employee only about $759,883 at 4% or $506,588 at 6%; with 50% employer match about $506,588 at 4% or $337,726 at 6%; with 100% employer match about $379,941 at 4% or $253,294 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-43$231,849$1,306,998$30,395iApproximate average salary by contribution assumption: employee only about $759,883 at 4% or $506,588 at 6%; with 50% employer match about $506,588 at 4% or $337,726 at 6%; with 100% employer match about $379,941 at 4% or $253,294 at 6%.
2020151$208,731$746,417$14,636iApproximate average salary by contribution assumption: employee only about $365,891 at 4% or $243,927 at 6%; with 50% employer match about $243,927 at 4% or $162,618 at 6%; with 100% employer match about $182,945 at 4% or $121,964 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-51$208,731$746,417$14,636iApproximate average salary by contribution assumption: employee only about $365,891 at 4% or $243,927 at 6%; with 50% employer match about $243,927 at 4% or $162,618 at 6%; with 100% employer match about $182,945 at 4% or $121,964 at 6%.
2019155$206,237$629,406$11,444iApproximate average salary by contribution assumption: employee only about $286,094 at 4% or $190,729 at 6%; with 50% employer match about $190,729 at 4% or $127,153 at 6%; with 100% employer match about $143,047 at 4% or $95,365 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-55$206,237$629,406$11,444iApproximate average salary by contribution assumption: employee only about $286,094 at 4% or $190,729 at 6%; with 50% employer match about $190,729 at 4% or $127,153 at 6%; with 100% employer match about $143,047 at 4% or $95,365 at 6%.
2018152$205,619$575,889$11,075iApproximate average salary by contribution assumption: employee only about $276,870 at 4% or $184,580 at 6%; with 50% employer match about $184,580 at 4% or $123,053 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-52$205,619$575,889$11,075iApproximate average salary by contribution assumption: employee only about $276,870 at 4% or $184,580 at 6%; with 50% employer match about $184,580 at 4% or $123,053 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
2017146$201,983$729,034$15,849iApproximate average salary by contribution assumption: employee only about $396,214 at 4% or $264,143 at 6%; with 50% employer match about $264,143 at 4% or $176,095 at 6%; with 100% employer match about $198,107 at 4% or $132,071 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-46$201,983$729,034$15,849iApproximate average salary by contribution assumption: employee only about $396,214 at 4% or $264,143 at 6%; with 50% employer match about $264,143 at 4% or $176,095 at 6%; with 100% employer match about $198,107 at 4% or $132,071 at 6%.
2016149$199,949$608,204$12,412iApproximate average salary by contribution assumption: employee only about $310,308 at 4% or $206,872 at 6%; with 50% employer match about $206,872 at 4% or $137,915 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-49$199,949$608,204$12,412iApproximate average salary by contribution assumption: employee only about $310,308 at 4% or $206,872 at 6%; with 50% employer match about $206,872 at 4% or $137,915 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
2015150$192,504$404,815$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-50$192,504$404,815$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.
2014142$192,439$528,317$12,579iApproximate average salary by contribution assumption: employee only about $314,474 at 4% or $209,650 at 6%; with 50% employer match about $209,650 at 4% or $139,766 at 6%; with 100% employer match about $157,237 at 4% or $104,825 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-42$192,439$528,317$12,579iApproximate average salary by contribution assumption: employee only about $314,474 at 4% or $209,650 at 6%; with 50% employer match about $209,650 at 4% or $139,766 at 6%; with 100% employer match about $157,237 at 4% or $104,825 at 6%.
2013143$179,887$732,204$17,028iApproximate average salary by contribution assumption: employee only about $425,700 at 4% or $283,800 at 6%; with 50% employer match about $283,800 at 4% or $189,200 at 6%; with 100% employer match about $212,850 at 4% or $141,900 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-43$179,887$732,204$17,028iApproximate average salary by contribution assumption: employee only about $425,700 at 4% or $283,800 at 6%; with 50% employer match about $283,800 at 4% or $189,200 at 6%; with 100% employer match about $212,850 at 4% or $141,900 at 6%.
2012144$164,760$406,157$9,231iApproximate average salary by contribution assumption: employee only about $230,771 at 4% or $153,847 at 6%; with 50% employer match about $153,847 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-44$164,760$406,157$9,231iApproximate average salary by contribution assumption: employee only about $230,771 at 4% or $153,847 at 6%; with 50% employer match about $153,847 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
2011145$113,697$615,272$13,673iApproximate average salary by contribution assumption: employee only about $341,818 at 4% or $227,879 at 6%; with 50% employer match about $227,879 at 4% or $151,919 at 6%; with 100% employer match about $170,909 at 4% or $113,939 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-45$113,697$615,272$13,673iApproximate average salary by contribution assumption: employee only about $341,818 at 4% or $227,879 at 6%; with 50% employer match about $227,879 at 4% or $151,919 at 6%; with 100% employer match about $170,909 at 4% or $113,939 at 6%.
2010169$182,929$874,814$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-69$182,929$874,814$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
2008196$438,932$1,192,204$12,419iApproximate average salary by contribution assumption: employee only about $310,470 at 4% or $206,980 at 6%; with 50% employer match about $206,980 at 4% or $137,987 at 6%; with 100% employer match about $155,235 at 4% or $103,490 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-96$438,932$1,192,204$12,419iApproximate average salary by contribution assumption: employee only about $310,470 at 4% or $206,980 at 6%; with 50% employer match about $206,980 at 4% or $137,987 at 6%; with 100% employer match about $155,235 at 4% or $103,490 at 6%.
20071139$315,359$1,423,992$10,245iApproximate average salary by contribution assumption: employee only about $256,114 at 4% or $170,742 at 6%; with 50% employer match about $170,742 at 4% or $113,828 at 6%; with 100% employer match about $128,057 at 4% or $85,371 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-139$315,359$1,423,992$10,245iApproximate average salary by contribution assumption: employee only about $256,114 at 4% or $170,742 at 6%; with 50% employer match about $170,742 at 4% or $113,828 at 6%; with 100% employer match about $128,057 at 4% or $85,371 at 6%.
20061118$185,929$967,017$8,195iApproximate average salary by contribution assumption: employee only about $204,876 at 4% or $136,584 at 6%; with 50% employer match about $136,584 at 4% or $91,056 at 6%; with 100% employer match about $102,438 at 4% or $68,292 at 6%.
Blue Heron Benefits Trust LLC Medical, Dental & Vision Plan-118$185,929$967,017$8,195iApproximate average salary by contribution assumption: employee only about $204,876 at 4% or $136,584 at 6%; with 50% employer match about $136,584 at 4% or $91,056 at 6%; with 100% employer match about $102,438 at 4% or $68,292 at 6%.