2023 Form 5500 filing — Dalby, Wendland & Co.,P.C. Group Health Benefit Pl

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529155657NAL0012341425001) for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl, reported by Dalby, Wendland & Co.,P.C. under EIN 84-0795096 and plan number 501. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants65
Provider compensation$36.7K1 Schedule C row(s)$36,743
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240529155657NAL0012341425001
Plan sponsor
Dalby, Wendland & Co.,P.C.
EIN
84-0795096
Plan number
501
Location
Grand Junction, CO
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$990.3K
Total expenses$990.3K
Benefits paid / distributions$951.6K
Contributions
Employer$532.6K
Participant$253.4K
Full reported line items
Employer contributions
$532,578
Participant contributions
$253,382
Total income / additions
$990,252
Benefits paid
$951,615
Administrative expenses
$38,637
Total expenses
$990,252
Net increase / (decrease)
$0
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Umr Inc$36.7K
    CLAIMS PROCESSING · Direct $35.2K · Indirect $1.6K

Related Form 5500 pages