Northwestern College 403(B) Dc Plan — Form 5500 plan (Northwestern College)
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 College 403(B) Dc Plan is a benefit plan reported by Northwestern College under EIN 42-0698196 and plan number 003. The latest loaded filing year is 2023. The filing reports 609 participants and $46,734,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern College
- EIN
- 42-0698196
- Plan number
- 003
- Plan type
- 2
- Location
- Orange City, IA
- Latest filing year
- 2023
- Participants
- 609
- End-of-year plan assets
- $46,734,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 609 | H, C | 20240801122107NAL0038800896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,734,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,734,983
- Net assets (BOY)
- $42,060,385
Income & contributions
- Employer contributions
- $833,745
- Participant contributions
- $799,333
- Total contributions
- $1,636,929
- Total income / additions
- $7,373,491
Expenses & distributions
- Benefits paid
- $2,590,864
- Administrative expenses
- $108,869
- Total expenses
- $2,699,733
- Net increase / (decrease)
- $4,673,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $53,453 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $25,657 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $18,865 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern College
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Orange City, IA
- Two West Capital Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation