Northwestern Health Sciences University Defined Contribution Plan — Form 5500 plan (Northwestern Health Sciences University)
Plain-English plan 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, Northwestern Health Sciences University Defined Contribution Plan is a benefit plan reported by Northwestern Health Sciences University under EIN 41-0684657 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $38,548,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Health Sciences University
- EIN
- 41-0684657
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $38,548,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241004131105NAL0020455136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,548,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,548,585
- Net assets (BOY)
- $36,175,647
Income & contributions
- Employer contributions
- $613,561
- Participant contributions
- $1,459,360
- Total contributions
- $2,430,023
- Total income / additions
- $7,643,668
Expenses & distributions
- Benefits paid
- $5,177,249
- Administrative expenses
- $93,481
- Total expenses
- $5,270,730
- Net increase / (decrease)
- $2,372,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,493 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | OTHER SERVICES | $0 | $24,169 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $4,184 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Health Sciences University
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Principal Life Insurance Company — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Mma Securities LLC — Schedule C compensation