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  2. NORTHWESTERN CORPORATION
Sponsor portfolioTH

NORTHWESTERN CORPORATION

EIN 46-0172280-Latest filing 2025
Plans
5
Retirement
3
$911.1M assets
Welfare
2
$2.4M premiums
Participants
5,619
11 EAST PARK STREET - BUTTE, MT 59701605-978-2826
Plans on this EIN
5 filings
#103401k-$512.8M - 2,038 part#101CashBalance-$345.8M - 1,028 part#001CashBalance-$52.6M - 358 part#530Mixed-$2.4M - 6,263 lives#504Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $911.1M assets / 3,424 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 401(K) RETIREMENT Savings (#103)56%
  • ENERGY MT PENSION (#101)38%
  • ENERGY SD/NE PENSION (#001)6%
Total $911.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#103)2,038
  • ENERGY MT PENSION (#101)1,028
  • ENERGY SD/NE PENSION (#001)358
Total 3,424Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#103

NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$512.8M
Participants2,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

NORTHWESTERN ENERGY MT PENSION PLAN

CashBalance

Assets$345.8M
Participants1,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NORTHWESTERN ENERGY SD/NE PENSION PLAN

CashBalance

Assets$52.6M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

NORTHWESTERN ENERGY EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives6,263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NORTHWESTERN CORPORATION FAMILY PROTECTOR BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
103NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN401k$512.8M2,0382024
101NORTHWESTERN ENERGY MT PENSION PLANCashBalance$345.8M1,0282024
001NORTHWESTERN ENERGY SD/NE PENSION PLANCashBalance$52.6M3582024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
530NORTHWESTERN ENERGY EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.4M6,2632024
504NORTHWESTERN CORPORATION FAMILY PROTECTOR BENEFIT PLANUnknown-$002025
Retirement plans
Welfare plans
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