2023 Form 5500 filing — Northwestern University Voluntary Savings 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 20241007212428NAL0016773489001) for Northwestern University Voluntary Savings Plan, reported by Northwestern University under EIN 36-2167817 and plan number 003. It reports 19,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007212428NAL0016773489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern University
- EIN
- 36-2167817
- Plan number
- 003
- Location
- Evanston, IL
- Participants
- 19,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,097,583,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,097,583,063
- Participant contributions
- $44,315,057
- Total income / additions
- $194,780,907
- Benefits paid
- $47,279,004
- Administrative expenses
- $154,823
- Total expenses
- $47,456,042
- Net increase / (decrease)
- $147,324,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management | NONE KNOWN | $56,970 | not reported in the loaded dataset |
| Fidelity Invstmnts Inst Oper Co,Inc | NONE KNOWN | $41,509 | $0 |
| Capfinancial Partners, LLC | NONE KNOWN | $28,800 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $22,087 | not reported in the loaded dataset |
| Tiaa | NONE KNOWN | $3,025 | $0 |