University Of Northwestern - St. Paul 403(B) Plan — Form 5500 plan (University Of Northwestern - St. Paul)
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, University Of Northwestern - St. Paul 403(B) Plan is a benefit plan reported by University Of Northwestern - St. Paul under EIN 41-0711610 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,207 participants and $66,497,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Northwestern - St. Paul
- EIN
- 41-0711610
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 1,207
- End-of-year plan assets
- $66,497,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,207 | H, C | 20240923142359NAL0020611328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,497,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,497,503
- Net assets (BOY)
- $61,289,393
Income & contributions
- Employer contributions
- $765,467
- Participant contributions
- $2,330,982
- Total contributions
- $3,435,511
- Total income / additions
- $12,164,898
Expenses & distributions
- Benefits paid
- $6,849,160
- Administrative expenses
- $107,628
- Total expenses
- $6,956,788
- Net increase / (decrease)
- $5,208,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,991 | $0 | 2023 |
| Morgan Stanley | INVESTMENT MA NAGEMENT | $0 | $44,307 | 2023 |
| Tax Sheltered Compensation, Inc. | OTHER SERVICES | $150 | $23,073 | 2023 |
| Cliftonlarsonallen | ACCOUNTANT | $0 | $10,206 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Northwestern - St. Paul
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation