2023 Form 5500 filing — The Northwest Hospital Center, Inc. 403b Matching Retirement Plan

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 20241015190534NAL0030711937002) for The Northwest Hospital Center, Inc. 403b Matching Retirement Plan, reported by Northwest Hospital Center, Inc. under EIN 52-1372665 and plan number 002. It reports 2,714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$104.2MReported net assets$104,204,579
Participants2.7K2,714
Provider compensation$192.2K4 Schedule C row(s)$192,215
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015190534NAL0030711937002
Plan sponsor
Northwest Hospital Center, Inc.
EIN
52-1372665
Plan number
002
Location
Ownings Mills, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$104.2M total assets
Net assets$104.2MLiabilities
Money in vs. money out
Total income / additions$21.8M
Total expenses$8.2M
Benefits paid / distributions$8M
Contributions
Employer$1.2M
Participant$6.2M
Full reported line items
Total assets (EOY)
$104,204,579
Net assets (EOY)
$104,204,579
Employer contributions
$1,152,841
Participant contributions
$6,243,053
Total income / additions
$21,764,557
Benefits paid
$8,004,370
Administrative expenses
$192,215
Total expenses
$8,230,737
Net increase / (decrease)
$13,533,820

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$174,311$0
Raymond James And Associates IncINVESTMENT ADVISOR$17,904not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0
Charles Schwab & Co, Inc.SECURITIES BROKER$0$0

Related Form 5500 pages