2023 Form 5500 filing — Northwestern Health Sciences University Defined Contribution 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 20241004131105NAL0020455136001) for Northwestern Health Sciences University Defined Contribution Plan, reported by Northwestern Health Sciences University under EIN 41-0684657 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131105NAL0020455136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Health Sciences University
- EIN
- 41-0684657
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,548,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,548,585
- Employer contributions
- $613,561
- Participant contributions
- $1,459,360
- Total income / additions
- $7,643,668
- Benefits paid
- $5,177,249
- Administrative expenses
- $93,481
- Total expenses
- $5,270,730
- Net increase / (decrease)
- $2,372,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,493 | $0 |
| Tax Sheltered Compensation, Inc. | OTHER SERVICES | $0 | $24,169 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $4,184 |