2023 Form 5500 filing — Northwestern Energy Flexible Compensation 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 20241011141014NAL0022904129001) for Northwestern Energy Flexible Compensation Plan, reported by Northwestern Corporation under EIN 46-0172280 and plan number 530. It reports 2,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141014NAL0022904129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Corporation
- EIN
- 46-0172280
- Plan number
- 530
- Location
- Butte, MT
- Participants
- 2,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,619,910
- Total liabilities (EOY)
- $3,958,746
- Net assets (EOY)
- $19,661,164
- Employer contributions
- $26,064,481
- Participant contributions
- $5,808,217
- Total income / additions
- $35,249,453
- Benefits paid
- $32,052,195
- Administrative expenses
- $1,395,132
- Total expenses
- $33,447,327
- Net increase / (decrease)
- $1,802,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Montana | N/A | $630,870 | not reported in the loaded dataset |
| Express Scripts, Inc. | N/A | $461,495 | not reported in the loaded dataset |
| Virgin Pulse | N/A | $82,397 | not reported in the loaded dataset |
| Delta Dental Insurance Company | N/A | $58,593 | not reported in the loaded dataset |
| Vision Service Plan | N/A | $37,236 | not reported in the loaded dataset |
| Compsych | N/A | $29,143 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $29,081 | $0 |
| Empyrean Benefit Solutions, Inc | N/A | $23,520 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | N/A | $13,674 | $0 |
| Voya Benefits Company, LLC | N/A | $11,366 | not reported in the loaded dataset |
| Fidelity Investments Institutional | N/A | $7,545 | not reported in the loaded dataset |
| The Northern Trust Company | N/A | $6,572 | not reported in the loaded dataset |
| Peak 1 Administrators | N/A | $3,640 | not reported in the loaded dataset |