2023 Form 5500 filing — University Of Northwestern - St. Paul 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 20240923142359NAL0020611328001) for University Of Northwestern - St. Paul 403(B) Plan, reported by University Of Northwestern - St. Paul under EIN 41-0711610 and plan number 001. It reports 1,207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923142359NAL0020611328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Northwestern - St. Paul
- EIN
- 41-0711610
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 1,207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,497,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,497,503
- Employer contributions
- $765,467
- Participant contributions
- $2,330,982
- Total income / additions
- $12,164,898
- Benefits paid
- $6,849,160
- Administrative expenses
- $107,628
- Total expenses
- $6,956,788
- Net increase / (decrease)
- $5,208,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,991 | $0 |
| Morgan Stanley | INVESTMENT MA NAGEMENT | $0 | $44,307 |
| Tax Sheltered Compensation, Inc. | OTHER SERVICES | $150 | $23,073 |
| Cliftonlarsonallen | ACCOUNTANT | $0 | $10,206 |