2023 Form 5500 filing — Northwestern Energy 401(K) Retirement Savings 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 20240819134854NAL0000977443001) for Northwestern Energy 401(K) Retirement Savings Plan, reported by Northwestern Corporation under EIN 46-0172280 and plan number 103. It reports 1,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819134854NAL0000977443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Corporation
- EIN
- 46-0172280
- Plan number
- 103
- Location
- Butte, MT
- Participants
- 1,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $462,756,735
- Total liabilities (EOY)
- $13,250
- Net assets (EOY)
- $462,743,485
- Employer contributions
- $13,335,698
- Participant contributions
- $16,514,676
- Total income / additions
- $99,750,545
- Benefits paid
- $42,227,626
- Administrative expenses
- $261,641
- Total expenses
- $42,492,972
- Net increase / (decrease)
- $57,257,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $173,060 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $53,000 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISOR | $38,250 | not reported in the loaded dataset |
| Strategic Advisors Inc | INVESTMENT ADVISOR | $35,581 | not reported in the loaded dataset |