2023 Form 5500 filing — Northwestern Memorial Employee 401(K) Pre-Tax 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 20250813083434NAL0010699648001) for Northwestern Memorial Employee 401(K) Pre-Tax Savings Plan, reported by Northwestern Memorial Healthcare under EIN 36-3152959 and plan number 003. It reports 47,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813083434NAL0010699648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Memorial Healthcare
- EIN
- 36-3152959
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 47,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,535,222,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,535,222,216
- Employer contributions
- $170,025,624
- Participant contributions
- $263,810,552
- Total income / additions
- $1,182,170,407
- Benefits paid
- $250,759,441
- Administrative expenses
- $1,953,800
- Total expenses
- $254,386,419
- Net increase / (decrease)
- $927,783,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,131,493 | $0 |
| Mercer Investments LLC | NONE | $70,000 | not reported in the loaded dataset |
| Akerman Llp | NONE | $46,190 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $27,942 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $8,106 | not reported in the loaded dataset |