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Sponsor portfolioTH

DALBY, WENDLAND AND COMPANY, P. C.

EIN 84-0795096-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
Participants
224
P.O.BOX 430 - GRAND JUNCTION, CO 81502970-243-1921
Plans on this EIN
2 filings
#001401k-$17.3M - 150 part#501Self Funded-74 lives

Benefits portfolio analytics

1 plan / $0 premiums / 74 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • WESTPORT INSURANCE CORPORATION0%
Total $01 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MOUNTAIN WEST INSURANCE100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DALBY, WENDLAND AND COMPANY, P. C. SALARY

401k

Assets$17.3M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DALBY, WENDLAND & CO.,P.C. GROUP HEALTH BENEFIT PL

Self Funded - SWISS RE

Premiums$0
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DALBY, WENDLAND AND COMPANY, P. C. SALARY401k$17.3M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DALBY, WENDLAND & CO.,P.C. GROUP HEALTH BENEFIT PLSelf FundedSWISS RE$0742024
Retirement plans
Welfare plans
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