2023 Form 5500 filing — Northwestern Medical Center, Inc. 403(B) 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 20240719103131NAL0004277363002) for Northwestern Medical Center, Inc. 403(B) Plan, reported by Northwestern Medical Center, Inc under EIN 03-0266986 and plan number 003. It reports 977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719103131NAL0004277363002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Medical Center, Inc
- EIN
- 03-0266986
- Plan number
- 003
- Location
- St. Albans, VT
- Participants
- 977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,988,127
- Net assets (EOY)
- $79,988,127
- Employer contributions
- $909,233
- Participant contributions
- $3,550,062
- Total income / additions
- $31,670,728
- Benefits paid
- $6,996,666
- Administrative expenses
- $39,255
- Total expenses
- $7,151,378
- Net increase / (decrease)
- $24,519,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $31,711 | $0 |
| Pensionmark Financial Group | INVESTMENT ADVISORY | $7,544 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |