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Blue Heron Benefits Trust, LLC

Company Details

Name: Blue Heron Benefits Trust, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 21 Apr 2006 (19 years ago)
Entity Number: 20061168302
ZIP code: 81505
County: Mesa County
Place of Formation: COLORADO
Principal Address: 2399 Riverside Parkway Grand Junction CO 81505 US
Mailing Address: PO Box 4087 Grand Junction CO 81502 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUE HERON BENEFITS TRUST, LLC EMPLOYEE BENEFIT PLAN 2023 204986967 2024-09-19 BLUE HERON BENEFITS TRUST, LLC 41
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s address P O BOX 4087, GRAND JUNCTION, CO, 81502

Signature of

Role Plan administrator
Date 2024-09-19
Name of individual signing TONYA MAYS
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC EMPLOYEE BENEFIT PLAN 2022 204986967 2023-12-19 BLUE HERON BENEFITS TRUST, LLC 42
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s address P O BOX 4087, GRAND JUNCTION, CO, 81502

Signature of

Role Plan administrator
Date 2023-12-19
Name of individual signing TONYA MAYS
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2021 204986967 2023-11-08 BLUE HERON BENEFITS TRUST, LLC 51
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 43

Signature of

Role Plan administrator
Date 2023-03-17
Name of individual signing TONYA MAYS
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2020 204986967 2022-01-31 BLUE HERON BENEFITS TRUST, LLC 55
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 51

Signature of

Role Plan administrator
Date 2022-01-31
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2019 204986967 2020-10-13 BLUE HERON BENEFITS TRUST, LLC 52
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 55

Signature of

Role Plan administrator
Date 2020-10-12
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2018 204986967 2020-02-07 BLUE HERON BENEFITS TRUST, LLC 46
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 52

Signature of

Role Plan administrator
Date 2020-01-27
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2017 204986967 2019-01-15 BLUE HERON BENEFITS TRUST, LLC 49
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 46

Signature of

Role Plan administrator
Date 2019-01-15
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2016 204986967 2018-01-30 BLUE HERON BENEFITS TRUST, LLC 50
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 49

Signature of

Role Plan administrator
Date 2018-01-28
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2015 204986967 2017-01-23 BLUE HERON BENEFITS TRUST, LLC 42
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 50

Signature of

Role Plan administrator
Date 2017-01-18
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature
BLUE HERON BENEFITS TRUST, LLC MEDICAL, DENTAL & VISION PLAN 2014 204986967 2016-02-03 BLUE HERON BENEFITS TRUST, LLC 43
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2005-07-01
Business code 238100
Sponsor’s telephone number 9702435669
Plan sponsor’s mailing address P O BOX 4087, GRAND JUNCTION, CO, 81502
Plan sponsor’s address 2399 RIVERSIDE PARKWAY, GRAND JUNCTION, CO, 81505

Number of participants as of the end of the plan year

Active participants 42

Signature of

Role Plan administrator
Date 2016-01-26
Name of individual signing JEFFREY L CARPENTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Tonya K Mays Agent 2399 Riverside Parkway Grand Junction CO 81505 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241337147 File Report 2024-03-25 2024-03-25 No data Change in registered agent information
20231309168 File Report 2023-03-23 2023-03-23 No data Principal address changed, Change in registered agent information
20221287832 File Report 2022-03-23 2022-03-23 No data No data
20211273644 File Report 2021-03-23 2021-03-23 No data No data
20201252703 File Report 2020-03-23 2020-03-23 No data No data
20191253931 File Report 2019-03-25 2019-03-25 No data No data
20181234177 File Report 2018-03-23 2018-03-23 No data No data
20171219967 File Report 2017-03-23 2017-03-23 No data No data
20161217937 File Report 2016-03-28 2016-03-28 No data No data
20151193797 File Report 2015-03-23 2015-03-23 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State