Northern Human Services 403(B) Plan — Form 5500 plan (Northern Human Services, Inc.)

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, Northern Human Services 403(B) Plan is a benefit plan reported by Northern Human Services, Inc. under EIN 02-0300994 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $14,444,064 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.4MPlan net assets, end of year$14,444,064
Participants565Covered participants reported
Assets / participant$25.6KComputed: assets ÷ participants$25,565 (computed)
Provider compensation$42.5K5 Schedule C provider row(s)$42,463
Plan sponsor
Northern Human Services, Inc.
EIN
02-0300994
Plan number
001
Plan type
2
Location
Conway, NH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20251016161015NAL0008457584001
Schedule H · 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)$14.4M total assets
Net assets$14.4MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$473.5K
Participant$618.2K
Full reported line items

Net assets

Total assets (EOY)
$14,444,064
Net assets (EOY)
$14,444,064
Net assets (BOY)
$12,615,580

Income & contributions

Employer contributions
$473,458
Participant contributions
$618,234
Total contributions
$1,091,692
Total income / additions
$2,902,631

Expenses & distributions

Benefits paid
$1,031,684
Administrative expenses
$42,463
Total expenses
$1,074,147
Net increase / (decrease)
$1,828,484
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 43%Participant 57%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideSERVICE PROVIDER$42,433$02023
Voya Retirement And Annuity CompanySERVICE PROVIDER$30$02023
Futureplan By AscensusTHIRD PARTY ADMINISTRATOR$0not reported in the loaded dataset2023
Iron-Co-Fid-3 (21)FINANCIAL ADVISOR$0$02023
Lpl Financial LLC-RpcpSERVICE PROVIDER$0not reported in the loaded dataset2023

Related Form 5500 pages