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

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529155657NAL0012341425001 cover?: It is the 2023 Form 5500 filing for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl, reported by Dalby, Wendland & Co.,P.C. (EIN 84-0795096).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).