Northwestern Energy Flexible Compensation Plan — Form 5500 plan (Northwestern Corporation)
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 Energy Flexible Compensation Plan is a benefit plan reported by Northwestern Corporation under EIN 46-0172280 and plan number 530. The latest loaded filing year is 2023. The filing reports 2,229 participants and $23,619,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Corporation
- EIN
- 46-0172280
- Plan number
- 530
- Plan type
- 2
- Location
- Butte, MT
- Latest filing year
- 2023
- Participants
- 2,229
- End-of-year plan assets
- $23,619,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,229 | H, C | 20241011141014NAL0022904129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,619,910
- Total liabilities (EOY)
- $3,958,746
- Net assets (EOY)
- $19,661,164
- Net assets (BOY)
- $17,859,038
Income & contributions
- Employer contributions
- $26,064,481
- Participant contributions
- $5,808,217
- Total contributions
- $31,872,698
- Total income / additions
- $35,249,453
Expenses & distributions
- Benefits paid
- $32,052,195
- Administrative expenses
- $1,395,132
- Total expenses
- $33,447,327
- Net increase / (decrease)
- $1,802,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Montana | N/A | $630,870 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | N/A | $461,495 | not reported in the loaded dataset | 2023 |
| Virgin Pulse | N/A | $82,397 | not reported in the loaded dataset | 2023 |
| Delta Dental Insurance Company | N/A | $58,593 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | N/A | $37,236 | not reported in the loaded dataset | 2023 |
| Compsych | N/A | $29,143 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | FIDUCIARY | $29,081 | $0 | 2023 |
| Empyrean Benefit Solutions, Inc | N/A | $23,520 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits LLC | N/A | $13,674 | $0 | 2023 |
| Voya Benefits Company, LLC | N/A | $11,366 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | N/A | $7,545 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | N/A | $6,572 | not reported in the loaded dataset | 2023 |
| Peak 1 Administrators | N/A | $3,640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Butte, MT
- Blue Cross Blue Shield Of Montana — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Virgin Pulse — Schedule C compensation
- Delta Dental Insurance Company — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Compsych — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Empyrean Benefit Solutions, Inc — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Voya Benefits Company, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Peak 1 Administrators — Schedule C compensation