Who sponsors the Dalby, Wendland & Co.,P.C. Group Health Benefit Pl?

Dalby, Wendland & Co.,P.C. Group Health Benefit Pl is reported as sponsored by Dalby, Wendland & Co.,P.C. (EIN 84-0795096, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl?

The latest Form 5500 filing year loaded for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl is 2023.

How many participants does Dalby, Wendland & Co.,P.C. Group Health Benefit Pl report?

Dalby, Wendland & Co.,P.C. Group Health Benefit Pl reports 65 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl?

End-of-year plan assets for Dalby, Wendland & Co.,P.C. Group Health Benefit Pl are not reported in the loaded dataset.

Dalby, Wendland & Co.,P.C. Group Health Benefit Pl — Form 5500 plan (Dalby, Wendland & Co.,P.C.)

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, Dalby, Wendland & Co.,P.C. Group Health Benefit Pl is a benefit plan reported by Dalby, Wendland & Co.,P.C. under EIN 84-0795096 and plan number 501. The latest loaded filing year is 2023. The filing reports 65 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported

Participants65Covered participants reported

Assets / participantNot reported

Provider compensation$36.7K1 Schedule C provider row(s)$36,743

Plan sponsor: Dalby, Wendland & Co.,P.C.
EIN: 84-0795096
Plan number: 501
Plan type: 2
Location: Grand Junction, CO
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	65	I, C	20240529155657NAL0012341425001

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.

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

Income & contributions

Employer contributions: $532,578
Participant contributions: $253,382
Total income / additions: $990,252

Expenses & distributions

Benefits paid: $951,615
Administrative expenses: $38,637
Total expenses: $990,252
Net increase / (decrease): $0

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)

68%32%

Employer 68%Participant 32%

Benefits paid ÷ total income96%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Umr Inc	CLAIMS PROCESSING	$35,193	$1,550	2023