401k Plan data: NORTHERN HEALTH PLAN plan

NORTHERN HEALTH PLAN 401k Plan overview

Plan Name	NORTHERN HEALTH PLAN
Plan identification number	501

NORTHERN HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

NORTHERN METROPOLITAN INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN METROPOLITAN INC.

Employer identification number (EIN): 133070759

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-10-01
501 2020-10-01
501 2019-10-01
501 2018-10-01
501 2017-10-01
501 2016-10-01 IZZY WOLFF
501 2015-10-01 IZZY WOLFF
501 2014-10-01 IZZY WOLFF
501 2013-10-01 IZZY WOLFF
501 2013-05-01 MARK BLOOM

Plan Statistics for NORTHERN HEALTH PLAN

401k plan membership statisitcs for NORTHERN HEALTH PLAN

Measure Date Value
2021: NORTHERN HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 40
Total of all active and inactive participants 2021-10-01 40
Total participants 2021-10-01 40
2020: NORTHERN HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 35
Number of retired or separated participants receiving benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 36
Total participants 2020-10-01 36
2019: NORTHERN HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 62
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 49
Total of all active and inactive participants 2019-10-01 49
Total participants 2019-10-01 49
2018: NORTHERN HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 53
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 59
Number of retired or separated participants receiving benefits 2018-10-01 3
Total of all active and inactive participants 2018-10-01 62
Total participants 2018-10-01 62
2017: NORTHERN HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 53
Number of retired or separated participants receiving benefits 2017-10-01 2
Total of all active and inactive participants 2017-10-01 55
Total participants 2017-10-01 55
2016: NORTHERN HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 52
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 56
Total of all active and inactive participants 2016-10-01 56
Total participants 2016-10-01 56
2015: NORTHERN HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 56
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 52
Number of retired or separated participants receiving benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 53
Total participants 2015-10-01 0
2014: NORTHERN HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 56
Total of all active and inactive participants 2014-10-01 56
Total participants 2014-10-01 0
2013: NORTHERN HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 41
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 41
Total participants, beginning-of-year 2013-05-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 41
Total of all active and inactive participants 2013-05-01 41
Total participants 2013-05-01 41
Number of employers contributing to the scheme 2013-05-01 3

Measure	Date	Value
2021: NORTHERN HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	40
Total of all active and inactive participants	2021-10-01	40
Total participants	2021-10-01	40
2020: NORTHERN HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	35
Number of retired or separated participants receiving benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	36
Total participants	2020-10-01	36
2019: NORTHERN HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	62
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	49
Total of all active and inactive participants	2019-10-01	49
Total participants	2019-10-01	49
2018: NORTHERN HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	53
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	59
Number of retired or separated participants receiving benefits	2018-10-01	3
Total of all active and inactive participants	2018-10-01	62
Total participants	2018-10-01	62
2017: NORTHERN HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	53
Number of retired or separated participants receiving benefits	2017-10-01	2
Total of all active and inactive participants	2017-10-01	55
Total participants	2017-10-01	55
2016: NORTHERN HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	52
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	56
Total of all active and inactive participants	2016-10-01	56
Total participants	2016-10-01	56
2015: NORTHERN HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	56
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	52
Number of retired or separated participants receiving benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	53
Total participants	2015-10-01	0
2014: NORTHERN HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	56
Total of all active and inactive participants	2014-10-01	56
Total participants	2014-10-01	0
2013: NORTHERN HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	41
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	41
Total participants, beginning-of-year	2013-05-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	41
Total of all active and inactive participants	2013-05-01	41
Total participants	2013-05-01	41
Number of employers contributing to the scheme	2013-05-01	3

Financial Data on NORTHERN HEALTH PLAN

Measure	Date	Value
2022 : NORTHERN HEALTH PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-09-30	$13,082
Total plan liabilities at beginning of year	2022-09-30	$42,940
Total income from all sources	2022-09-30	$208,589
Expenses. Total of all expenses incurred	2022-09-30	$178,489
Benefits paid (including direct rollovers)	2022-09-30	$165,337
Total plan assets at end of year	2022-09-30	$790,254
Total plan assets at beginning of year	2022-09-30	$790,012
Value of fidelity bond covering the plan	2022-09-30	$150,000
Total contributions received or receivable from participants	2022-09-30	$158,735
Expenses. Other expenses not covered elsewhere	2022-09-30	$13,152
Net income (gross income less expenses)	2022-09-30	$30,100
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$777,172
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$747,072
Total contributions received or receivable from employer(s)	2022-09-30	$49,854
2021 : NORTHERN HEALTH PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-09-30	$42,940
Total plan liabilities at beginning of year	2021-09-30	$112,543
Total income from all sources	2021-09-30	$196,136
Expenses. Total of all expenses incurred	2021-09-30	$222,905
Benefits paid (including direct rollovers)	2021-09-30	$209,381
Total plan assets at end of year	2021-09-30	$790,012
Total plan assets at beginning of year	2021-09-30	$886,384
Value of fidelity bond covering the plan	2021-09-30	$150,000
Total contributions received or receivable from participants	2021-09-30	$118,388
Expenses. Other expenses not covered elsewhere	2021-09-30	$13,524
Net income (gross income less expenses)	2021-09-30	$-26,769
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$747,072
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$773,841
Total contributions received or receivable from employer(s)	2021-09-30	$77,748
2020 : NORTHERN HEALTH PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-09-30	$112,543
Total plan liabilities at beginning of year	2020-09-30	$50,237
Total income from all sources	2020-09-30	$247,952
Expenses. Total of all expenses incurred	2020-09-30	$264,833
Benefits paid (including direct rollovers)	2020-09-30	$246,242
Total plan assets at end of year	2020-09-30	$886,384
Total plan assets at beginning of year	2020-09-30	$840,959
Value of fidelity bond covering the plan	2020-09-30	$150,000
Total contributions received or receivable from participants	2020-09-30	$115,140
Expenses. Other expenses not covered elsewhere	2020-09-30	$1,716
Net income (gross income less expenses)	2020-09-30	$-16,881
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$773,841
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$790,722
Total contributions received or receivable from employer(s)	2020-09-30	$132,812
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$16,875
2019 : NORTHERN HEALTH PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$50,237
Total plan liabilities at beginning of year	2019-09-30	$42,543
Total income from all sources	2019-09-30	$345,745
Expenses. Total of all expenses incurred	2019-09-30	$263,289
Benefits paid (including direct rollovers)	2019-09-30	$243,002
Total plan assets at end of year	2019-09-30	$840,959
Total plan assets at beginning of year	2019-09-30	$750,809
Value of fidelity bond covering the plan	2019-09-30	$150,000
Total contributions received or receivable from participants	2019-09-30	$181,623
Expenses. Other expenses not covered elsewhere	2019-09-30	$1,881
Net income (gross income less expenses)	2019-09-30	$82,456
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$790,722
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$708,266
Total contributions received or receivable from employer(s)	2019-09-30	$164,122
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$18,406
2017 : NORTHERN HEALTH PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$33,612
Total plan liabilities at beginning of year	2017-09-30	$72,467
Total income from all sources	2017-09-30	$195,055
Expenses. Total of all expenses incurred	2017-09-30	$259,801
Benefits paid (including direct rollovers)	2017-09-30	$240,711
Total plan assets at end of year	2017-09-30	$600,370
Total plan assets at beginning of year	2017-09-30	$703,971
Value of fidelity bond covering the plan	2017-09-30	$150,000
Total contributions received or receivable from participants	2017-09-30	$195,055
Expenses. Other expenses not covered elsewhere	2017-09-30	$19,090
Net income (gross income less expenses)	2017-09-30	$-64,746
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$566,758
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$631,504
2016 : NORTHERN HEALTH PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-09-30	$72,467
Total plan liabilities at beginning of year	2016-09-30	$93,287
Total income from all sources	2016-09-30	$586,833
Expenses. Total of all expenses incurred	2016-09-30	$332,627
Benefits paid (including direct rollovers)	2016-09-30	$312,501
Total plan assets at end of year	2016-09-30	$703,971
Total plan assets at beginning of year	2016-09-30	$470,585
Value of fidelity bond covering the plan	2016-09-30	$150,000
Total contributions received or receivable from participants	2016-09-30	$336,432
Net income (gross income less expenses)	2016-09-30	$254,206
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$631,504
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$377,298
Total contributions received or receivable from employer(s)	2016-09-30	$250,401
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$20,126
2015 : NORTHERN HEALTH PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$93,287
Total plan liabilities at beginning of year	2015-09-30	$24,121
Total income from all sources	2015-09-30	$385,633
Expenses. Total of all expenses incurred	2015-09-30	$269,712
Benefits paid (including direct rollovers)	2015-09-30	$239,437
Total plan assets at end of year	2015-09-30	$470,585
Total plan assets at beginning of year	2015-09-30	$285,498
Value of fidelity bond covering the plan	2015-09-30	$150,000
Total contributions received or receivable from participants	2015-09-30	$195,064
Expenses. Other expenses not covered elsewhere	2015-09-30	$30,275
Net income (gross income less expenses)	2015-09-30	$115,921
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$377,298
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$261,377
Total contributions received or receivable from employer(s)	2015-09-30	$190,569
2014 : NORTHERN HEALTH PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$24,121
Total plan liabilities at beginning of year	2014-09-30	$12,394
Total income from all sources	2014-09-30	$362,513
Expenses. Total of all expenses incurred	2014-09-30	$195,391
Benefits paid (including direct rollovers)	2014-09-30	$135,531
Total plan assets at end of year	2014-09-30	$285,498
Total plan assets at beginning of year	2014-09-30	$106,649
Value of fidelity bond covering the plan	2014-09-30	$150,000
Total contributions received or receivable from participants	2014-09-30	$289,652
Net income (gross income less expenses)	2014-09-30	$167,122
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$261,377
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$94,255
Total contributions received or receivable from employer(s)	2014-09-30	$72,861
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$59,860
2013 : NORTHERN HEALTH PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$12,394
Total income from all sources	2013-09-30	$139,581
Expenses. Total of all expenses incurred	2013-09-30	$45,326
Benefits paid (including direct rollovers)	2013-09-30	$25,644
Total plan assets at end of year	2013-09-30	$106,649
Value of fidelity bond covering the plan	2013-09-30	$150,000
Total contributions received or receivable from participants	2013-09-30	$70,062
Expenses. Other expenses not covered elsewhere	2013-09-30	$9,380
Net income (gross income less expenses)	2013-09-30	$94,255
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$94,255
Total contributions received or receivable from employer(s)	2013-09-30	$69,519
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$10,302

Form 5500 Responses for NORTHERN HEALTH PLAN

2021: NORTHERN HEALTH PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: NORTHERN HEALTH PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: NORTHERN HEALTH PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: NORTHERN HEALTH PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: NORTHERN HEALTH PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: NORTHERN HEALTH PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: NORTHERN HEALTH PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: NORTHERN HEALTH PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: NORTHERN HEALTH PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2013-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	First time form 5500 has been submitted	Yes
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

818374

Policy instance

Insurance contract or identification number	818374
Number of Individuals Covered	55
Insurance policy start date	2017-10-01
Insurance policy end date	2017-12-31
Welfare Benefit Premiums Paid to Carrier	USD $6,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

NORTHERN HEALTH & WELLNESS, INC. PROFIT SHARING PLAN [EIN = 464443274]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTHERN METROPOLITAN INC.
Employer identification number (EIN):	133070759
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities