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 2022-10-01
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
2022: NORTHERN HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 40
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 30
Total of all active and inactive participants 2022-10-01 30
Total participants 2022-10-01 30
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
2022: NORTHERN HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	40
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	30
Total of all active and inactive participants	2022-10-01	30
Total participants	2022-10-01	30
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
2023 : NORTHERN HEALTH PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-09-30	$79,256
Total plan liabilities at beginning of year	2023-09-30	$13,082
Total income from all sources	2023-09-30	$178,985
Expenses. Total of all expenses incurred	2023-09-30	$212,640
Benefits paid (including direct rollovers)	2023-09-30	$199,177
Total plan assets at end of year	2023-09-30	$822,773
Total plan assets at beginning of year	2023-09-30	$790,254
Value of fidelity bond covering the plan	2023-09-30	$150,000
Total contributions received or receivable from participants	2023-09-30	$115,502
Expenses. Other expenses not covered elsewhere	2023-09-30	$13,463
Net income (gross income less expenses)	2023-09-30	$-33,655
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$743,517
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$777,172
Total contributions received or receivable from employer(s)	2023-09-30	$63,483
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

2022: NORTHERN HEALTH PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
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]

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