2023 Form 5500 filing — Northwood Health Systems Inc. 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 20250130092146NAL0000359571001) for Northwood Health Systems Inc. 403(B) Plan, reported by Northwood Health Systems Inc. under EIN 55-0540374 and plan number 001. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130092146NAL0000359571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwood Health Systems Inc.
- EIN
- 55-0540374
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,688,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,688,858
- Employer contributions
- $895,110
- Participant contributions
- $554,998
- Total income / additions
- $2,648,513
- Benefits paid
- $1,554,501
- Administrative expenses
- $56,317
- Total expenses
- $1,610,872
- Net increase / (decrease)
- $1,037,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | BROKERAGE | $0 | $98,429 |
| Lincoln National Corporation | SERVICE PROVIDER | $49,617 | $0 |
| Goff Backa Alfera & Company, LLC | AUDITOR | $6,700 | not reported in the loaded dataset |