Northwestern Medical Center, Inc. 403(B) Plan — Form 5500 plan (Northwestern Medical Center, 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, Northwestern Medical Center, Inc. 403(B) Plan is a benefit plan reported by Northwestern Medical Center, Inc under EIN 03-0266986 and plan number 003. The latest loaded filing year is 2023. The filing reports 977 participants and $79,988,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Medical Center, Inc
- EIN
- 03-0266986
- Plan number
- 003
- Plan type
- 2
- Location
- St. Albans, VT
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $79,988,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20240719103131NAL0004277363002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,988,127
- Net assets (EOY)
- $79,988,127
- Net assets (BOY)
- $55,468,777
Income & contributions
- Employer contributions
- $909,233
- Participant contributions
- $3,550,062
- Total contributions
- $20,231,550
- Total income / additions
- $31,670,728
Expenses & distributions
- Benefits paid
- $6,996,666
- Administrative expenses
- $39,255
- Total expenses
- $7,151,378
- Net increase / (decrease)
- $24,519,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $31,711 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISORY | $7,544 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Medical Center, Inc
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in St. Albans, VT
- Transamerica Retirement Solutions — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- National Financial Services — Schedule C compensation