The Northwest Hospital Center, Inc. 403b Matching Retirement Plan — Form 5500 plan (Northwest Hospital 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, The Northwest Hospital Center, Inc. 403b Matching Retirement Plan is a benefit plan reported by Northwest Hospital Center, Inc. under EIN 52-1372665 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,714 participants and $104,204,579 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$104.2MPlan net assets, end of year$104,204,579
Participants2.7KCovered participants reported2,714
Assets / participant$38.4KComputed: assets ÷ participants$38,395 (computed)
Provider compensation$192.2K4 Schedule C provider row(s)$192,215
Plan sponsor
Northwest Hospital Center, Inc.
EIN
52-1372665
Plan number
002
Plan type
2
Location
Ownings Mills, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,714H, C20241015190534NAL0030711937002
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)$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

Net assets

Total assets (EOY)
$104,204,579
Net assets (EOY)
$104,204,579
Net assets (BOY)
$90,670,759

Income & contributions

Employer contributions
$1,152,841
Participant contributions
$6,243,053
Total contributions
$8,678,966
Total income / additions
$21,764,557

Expenses & distributions

Benefits paid
$8,004,370
Administrative expenses
$192,215
Total expenses
$8,230,737
Net increase / (decrease)
$13,533,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$174,311$02023
Raymond James And Associates IncINVESTMENT ADVISOR$17,904not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023
Charles Schwab & Co, Inc.SECURITIES BROKER$0$02023

Related Form 5500 pages