Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTHWEST BANK
EIN 23-2790930bankingLatest filing 2024
Plans
4
Retirement
2
$479.0M assets
Welfare
2
$2.4M premiums
Participants
7,897
100 LIBERTY STREET, P.O. BOX 128 - WARREN, PA 16365814-726-2140northwest.bankLinkedIn1001-5000 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $479.0M assets / 5,551 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- EPIC RETIREMENT PLAN SERVICES54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.4M premiums / 1,985 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Life$2.1M
- Short-term disability$2.1M
- Long-term disability$2.1M
- Vision$289K
- Dental$30K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
- VISION SERVICE PLAN12%
- UNITED CONCORDIA INSURANCE COMPANY1%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTHWEST BANK 401(K) PLAN
ESOP
Assets$259.4M
Participants2,920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NORTHWEST BANK PENSION PLAN
TraditionalDB
Assets$219.6M
Participants2,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
NORTHWEST BANK EMPLOYEES WELFARE BENEFITS PROGRAM
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives1,985
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
NORTHWEST BANK FLEXIBLE SPENDING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTHWEST BANK 401(K) PLAN | ESOP | $259.4M | 2,920 | 2024 | |
| 001 | NORTHWEST BANK PENSION PLAN | TraditionalDB | $219.6M | 2,631 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | NORTHWEST BANK EMPLOYEES WELFARE BENEFITS PROGRAM | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.4M | 1,985 | 2024 | |
| 502 | NORTHWEST BANK FLEXIBLE SPENDING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans