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Elevations Credit Union

Company Details

Name: Elevations Credit Union
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 12 Mar 2007 (18 years ago)
Entity Number: 20071126832
ZIP code: 80301
County: Boulder County
Place of Formation: COLORADO
Principal Address: 2960 Diagonal Highway Boulder CO 80301 US
Mailing Address: PO Box 9004 Boulder CO 80301-9004 US

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
QGZ4C2A4LYG7 2025-02-28 2960 DIAGONAL HWY, BOULDER, CO, 80301, 1412, USA PO BOX 9004, BOULDER, CO, 80301, USA

Business Information

URL elevationscu.com
Congressional District 02
State/Country of Incorporation CO, USA
Activation Date 2024-03-04
Initial Registration Date 2024-01-24
Entity Start Date 2007-03-12
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name DANIEL LEDOUX
Role MORTGAGE ADMIN MANAGER
Address 1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021, USA
Government Business
Title PRIMARY POC
Name IAN ANDERSON
Role VP SECONDARY MARKETS
Address 1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6RWB1 Obsolete Non-Manufacturer 2012-06-15 2023-12-04 No data 2023-03-19

Contact Information

POC SARAH LLEWELLYN
Phone +1 303-443-4672
Address 2300 55TH ST, BOULDER, CO, 80301 2807, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 840459116 2024-07-23 ELEVATIONS CREDIT UNION 822
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 7205656058
Plan sponsor’s mailing address PO BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year

Active participants 582
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 186
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 660
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 840459116 2023-07-14 ELEVATIONS CREDIT UNION 756
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 7205656058
Plan sponsor’s mailing address PO BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year

Active participants 654
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 165
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 663
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2023-07-14
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 840459116 2022-08-31 ELEVATIONS CREDIT UNION 728
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 7205656058
Plan sponsor’s mailing address PO BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year

Active participants 586
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 167
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 653
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2022-08-31
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN 2014 840459116 2015-06-30 ELEVATIONS CREDIT UNION 305
File View Page
Three-digit plan number (PN) 550
Effective date of plan 2011-01-01
Business code 522130
Sponsor’s telephone number 3034434672
Plan sponsor’s mailing address P.O. BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 3034434672

Number of participants as of the end of the plan year

Active participants 327
Retired or separated participants receiving benefits 2

Signature of

Role Plan administrator
Date 2015-06-30
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-29
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN 2013 840459116 2014-07-21 ELEVATIONS CREDIT UNION 291
File View Page
Three-digit plan number (PN) 550
Effective date of plan 2011-01-01
Business code 522130
Sponsor’s telephone number 3034434672
Plan sponsor’s mailing address P.O. BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 3034434672

Number of participants as of the end of the plan year

Active participants 298
Retired or separated participants receiving benefits 3

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-21
Name of individual signing ANNETTE MATTHIES
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 840459116 2013-10-08 ELEVATIONS CREDIT UNION 355
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 7205656058
Plan sponsor’s mailing address 2300 55TH ST., BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 7205656058

Number of participants as of the end of the plan year

Active participants 288
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 63
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 277
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-10-08
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-08
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN 2012 840459116 2013-07-29 ELEVATIONS CREDIT UNION 273
File View Page
Three-digit plan number (PN) 550
Effective date of plan 2011-01-01
Business code 522130
Sponsor’s telephone number 3034434672
Plan sponsor’s mailing address P.O. BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 3034434672

Number of participants as of the end of the plan year

Active participants 291
Retired or separated participants receiving benefits 3

Signature of

Role Plan administrator
Date 2013-07-23
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-23
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
Role DFE
Date 2013-07-29
Name of individual signing ANNETTE MATTHIES
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 840459116 2012-10-15 ELEVATIONS CREDIT UNION 309
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 7205656058
Plan sponsor’s mailing address 2300 55TH ST., BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 7205656058

Number of participants as of the end of the plan year

Active participants 269
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 85
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 289
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-10-15
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-15
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN 2011 840459116 2012-07-16 ELEVATIONS CREDIT UNION 231
File View Page
Three-digit plan number (PN) 550
Effective date of plan 2011-01-01
Business code 522130
Sponsor’s telephone number 3034434672
Plan sponsor’s mailing address P.O. BOX 9004, BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 3034434672

Number of participants as of the end of the plan year

Active participants 268
Retired or separated participants receiving benefits 7

Signature of

Role Plan administrator
Date 2012-07-16
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-13
Name of individual signing ANNETTE MATTHIES
Valid signature Filed with authorized/valid electronic signature
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 840459116 2011-10-12 ELEVATIONS CREDIT UNION 286
File View Page
Three-digit plan number (PN) 033
Effective date of plan 1982-11-01
Business code 522130
Sponsor’s telephone number 3034434672
Plan sponsor’s mailing address 2300 55TH ST., BOULDER, CO, 80301
Plan sponsor’s address 2300 55TH ST., BOULDER, CO, 80301

Plan administrator’s name and address

Administrator’s EIN 840459116
Plan administrator’s name ELEVATIONS CREDIT UNION
Plan administrator’s address 2300 55TH ST., BOULDER, CO, 80301
Administrator’s telephone number 3034434672

Number of participants as of the end of the plan year

Active participants 224
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 84
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 262
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-10-12
Name of individual signing DANESE CHRISTIANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-12
Name of individual signing MARTA PONDER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Brian Holst Agent 2960 Diagonal Highway Boulder CO 80301 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241022328 File Report 2024-01-04 2024-01-04 No data No data
20231904882 Register a Trademark 2023-08-28 2023-08-28 No data Trademark registered to entity.
20231904836 Register a Trademark 2023-08-28 2023-08-28 No data Trademark registered to entity.
20231485465 Register a Trademark 2023-05-02 2023-05-02 No data Trademark registered to entity.
20231101046 File Report 2023-01-24 2023-01-24 No data Principal address changed
20221100734 File Report 2022-01-26 2022-01-26 No data No data
20211152598 File Report 2021-02-16 2021-02-16 No data No data
20201203200 File Report 2020-02-29 2020-02-29 No data No data
20191155283 File Report 2019-02-23 2019-02-23 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20181766617 Register a Trademark 2018-09-26 2018-09-26 No data Trademark registered to entity.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State