Northwood Health Systems Inc. 403(B) Plan — Form 5500 plan (Northwood Health Systems Inc.)
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, Northwood Health Systems Inc. 403(B) Plan is a benefit plan reported by Northwood Health Systems Inc. under EIN 55-0540374 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $15,688,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwood Health Systems Inc.
- EIN
- 55-0540374
- Plan number
- 001
- Plan type
- 2
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $15,688,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20250130092146NAL0000359571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,688,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,688,858
- Net assets (BOY)
- $14,651,217
Income & contributions
- Employer contributions
- $895,110
- Participant contributions
- $554,998
- Total contributions
- $1,450,108
- Total income / additions
- $2,648,513
Expenses & distributions
- Benefits paid
- $1,554,501
- Administrative expenses
- $56,317
- Total expenses
- $1,610,872
- Net increase / (decrease)
- $1,037,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | BROKERAGE | $0 | $98,429 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $49,617 | $0 | 2023 |
| Goff Backa Alfera & Company, LLC | AUDITOR | $6,700 | not reported in the loaded dataset | 2023 |