2023 Form 5500 filing — Northwestern Counseling And Support Services Tax Deferred Annuity
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 20240925095526NAL0014129169001) for Northwestern Counseling And Support Services Tax Deferred Annuity, reported by Northwestern Counseling And Support Services, Inc. under EIN 03-0210542 and plan number 001. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925095526NAL0014129169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Counseling And Support Services, Inc.
- EIN
- 03-0210542
- Plan number
- 001
- Location
- St. Albans, VT
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,427,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,427,387
- Employer contributions
- $971,303
- Participant contributions
- $1,317,740
- Total income / additions
- $7,203,216
- Benefits paid
- $1,603,724
- Administrative expenses
- $29,860
- Total expenses
- $1,643,517
- Net increase / (decrease)
- $5,559,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,860 | $0 |