2023 Form 5500 filing — Northshore University Healthsystem Pension 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 20241001012508NAL0011413792001) for Northshore University Healthsystem Pension Plan, reported by Endeavor Health Clinical Operations under EIN 36-2167060 and plan number 001. It reports 4,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001012508NAL0011413792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endeavor Health Clinical Operations
- EIN
- 36-2167060
- Plan number
- 001
- Location
- Evanston, IL
- Participants
- 4,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $212,168,497
- Total liabilities (EOY)
- $221,051
- Net assets (EOY)
- $211,947,446
- Employer contributions
- $24,725,000
- Total income / additions
- $27,473,700
- Benefits paid
- $14,847,868
- Administrative expenses
- $1,741,838
- Total expenses
- $16,589,706
- Net increase / (decrease)
- $10,883,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Human Resource Consulting | NONE | $996,891 | not reported in the loaded dataset |
| Reams (Scouts Investments Inc) | NONE | $255,037 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $28,805 | $0 |
| Fiducient Advisors LLC | NONE | $17,500 | not reported in the loaded dataset |
| Merganser Capital Management | NONE | $12,402 | not reported in the loaded dataset |