Northwestern Energy 401(K) Retirement Savings Plan — Form 5500 plan (Northwestern Corporation)
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 Energy 401(K) Retirement Savings Plan is a benefit plan reported by Northwestern Corporation under EIN 46-0172280 and plan number 103. The latest loaded filing year is 2023. The filing reports 1,942 participants and $462,756,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Corporation
- EIN
- 46-0172280
- Plan number
- 103
- Plan type
- 2
- Location
- Butte, MT
- Latest filing year
- 2023
- Participants
- 1,942
- End-of-year plan assets
- $462,756,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,942 | H, C | 20240819134854NAL0000977443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $462,756,735
- Total liabilities (EOY)
- $13,250
- Net assets (EOY)
- $462,743,485
- Net assets (BOY)
- $405,485,912
Income & contributions
- Employer contributions
- $13,335,698
- Participant contributions
- $16,514,676
- Total contributions
- $30,752,511
- Total income / additions
- $99,750,545
Expenses & distributions
- Benefits paid
- $42,227,626
- Administrative expenses
- $261,641
- Total expenses
- $42,492,972
- Net increase / (decrease)
- $57,257,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $173,060 | $0 | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $53,000 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISOR | $38,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors Inc | INVESTMENT ADVISOR | $35,581 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Butte, MT
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Strategic Advisors Inc — Schedule C compensation