Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$458K
- Life$449K
- Short-term disability$449K
- Long-term disability$449K
- Vision$60K
Sponsor portfolio
NORTHWEST FINANCIAL CORP.
EIN 42-1325482bankingLatest filing 2025
Plans
10
Retirement
1
$65.6M assets
Welfare
9
$6.5M premiums
Participants
926
Plans on this EIN
10 filings#002401k-$65.6M - 499 part#503Fully Insured-$5.2M - 321 lives#511Mixed-$519K - 430 lives#504Fully Insured-$364K - 343 lives#506Fully Insured-$157K - 414 lives#505Fully Insured-$134K - 414 lives#507Fully Insured-$77K - 414 lives#510Fully Insured-$60K - 260 lives#508Fully Insured-$35K - 117 lives#509Fully Insured-$9K - 447 lives
Benefits portfolio analytics
9 plans / $6.5M premiums / 3,160 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN12%
- EFR EMPLOYEE & FAMILY RESOURCES2%
Broker market share
Schedule A broker compensation
73%top
- HOLMES MURPHY & ASSOCIATES73%
- AVANT SPECIALTY BENEFITS LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NFC 401(K) PLAN
401k
Assets$65.6M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
NORTHWEST FINANCIAL CORPORATION MEDICAL PLAN
Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$5.2M
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
NORTHWEST FINANCIAL CORPORATION EMPLOYEE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$519K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
NORTHWEST FINANCIAL CORPORATION DENTAL PLAN
Fully Insured - BLUE DENTAL
Premiums$364K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
NORTHWEST FINANCIAL CORPORATION SHORT-TERM DISABILITY PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$157K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
NORTHWEST FINANCIAL CORPORATION LIFE & AD&D PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$134K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
NORTHWEST FINANCIAL CORPORATION LONG-TERM DISABILITY PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$77K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
NORTHWEST FINANCIAL CORPORATION VISION PLAN
Fully Insured - VSP VISION CARE
Premiums$60K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
NORTHWEST FINANCIAL CORPORATION SUPPLEMENTAL LIFE PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$35K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
NORTHWEST FINANCIAL CORPORATION EAP PLAN
Fully Insured - EFR EMPLOYEE & FAMILY RESOURCES
Premiums$9K
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NFC 401(K) PLAN | 401k | $65.6M | 499 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | NORTHWEST FINANCIAL CORPORATION MEDICAL PLAN | Fully Insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $5.2M | 321 | 2024 | |
| 511 | NORTHWEST FINANCIAL CORPORATION EMPLOYEE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $519K | 430 | 2025 | |
| 504 | NORTHWEST FINANCIAL CORPORATION DENTAL PLAN | Fully Insured | BLUE DENTAL | $364K | 343 | 2024 | |
| 506 | NORTHWEST FINANCIAL CORPORATION SHORT-TERM DISABILITY PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $157K | 414 | 2024 | |
| 505 | NORTHWEST FINANCIAL CORPORATION LIFE & AD&D PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $134K | 414 | 2024 | |
| 507 | NORTHWEST FINANCIAL CORPORATION LONG-TERM DISABILITY PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $77K | 414 | 2024 | |
| 510 | NORTHWEST FINANCIAL CORPORATION VISION PLAN | Fully Insured | VSP VISION CARE | $60K | 260 | 2024 | |
| 508 | NORTHWEST FINANCIAL CORPORATION SUPPLEMENTAL LIFE PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $35K | 117 | 2024 | |
| 509 | NORTHWEST FINANCIAL CORPORATION EAP PLAN | Fully Insured | EFR EMPLOYEE & FAMILY RESOURCES | $9K | 447 | 2024 |
Retirement plans
Welfare plans