Norby Distributing Co Health Care Plan — Form 5500 plan (Norby Distributing Co)

Plain-English plan 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, Norby Distributing Co Health Care Plan is a benefit plan reported by Norby Distributing Co under EIN 42-1285682 and plan number 501. The latest loaded filing year is 2023. The filing reports 55 participants and $8,421 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.4KPlan net assets, end of year$8,421
Participants55Covered participants reported
Assets / participant$153Computed: assets ÷ participants$153 (computed)
Provider compensationNone reported
Plan sponsor
Norby Distributing Co
EIN
42-1285682
Plan number
501
Plan type
2
Location
Dubuque, IA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    55 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.4K total assets
Net assets$8.4KLiabilities
Money in vs. money out
Total income / additions$31.3K
Total expenses$34.2K
Benefits paid / distributions$29.2K
Contributions
Employer$19.2K
Participant$12.1K
Full reported line items

Net assets

Total assets (EOY)
$8,421
Net assets (EOY)
$8,421
Net assets (BOY)
$11,299

Income & contributions

Employer contributions
$19,163
Participant contributions
$12,149
Total income / additions
$31,334

Expenses & distributions

Benefits paid
$29,187
Administrative expenses
$5,025
Total expenses
$34,212
Net increase / (decrease)
-$2,878
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets406%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Norby Distributing Co Health Care Plan?
Norby Distributing Co Health Care Plan is reported as sponsored by Norby Distributing Co (EIN 42-1285682, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Norby Distributing Co Health Care Plan?
The latest Form 5500 filing year loaded for Norby Distributing Co Health Care Plan is 2023.
How many participants does Norby Distributing Co Health Care Plan report?
Norby Distributing Co Health Care Plan reports 55 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Norby Distributing Co Health Care Plan?
Norby Distributing Co Health Care Plan reports $8,421 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages