2023 Form 5500 filing — Northwestern Lake Forest Hospital Employees Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924174033NAL0004869299001) for Northwestern Lake Forest Hospital Employees Retirement Plan, reported by Northwestern Lake Forest Hospital under EIN 36-2179779 and plan number 001. It reports 2,035 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924174033NAL0004869299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Lake Forest Hospital
- EIN
- 36-2179779
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,035
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,311,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,311,491
- Total income / additions
- $18,598,771
- Benefits paid
- $7,901,375
- Administrative expenses
- $473,866
- Total expenses
- $8,375,241
- Net increase / (decrease)
- $10,223,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inst'L Asset Management | NONE | $221,942 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $45,483 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $11,081 | not reported in the loaded dataset |