Northwestern University Retirement Plan — Form 5500 plan (Northwestern University)
Plain-English plan 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, Northwestern University Retirement Plan is a benefit plan reported by Northwestern University under EIN 36-2167817 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,445 participants and $4,022,176,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern University
- EIN
- 36-2167817
- Plan number
- 001
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 25,445
- End-of-year plan assets
- $4,022,176,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,445 | H, C | 20241007212445NAL0016773697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,022,176,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,022,176,874
- Net assets (BOY)
- $3,513,964,211
Income & contributions
- Employer contributions
- $94,514,873
- Participant contributions
- $40,477,912
- Total contributions
- $142,770,334
- Total income / additions
- $696,971,189
Expenses & distributions
- Benefits paid
- $188,268,294
- Administrative expenses
- $500,692
- Total expenses
- $188,843,538
- Net increase / (decrease)
- $508,127,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invstmnts Inst Oper Co,Inc | NONE KNOWN | $202,264 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE KNOWN | $118,000 | not reported in the loaded dataset | 2023 |
| Savant Capital Management | NONE KNOWN | $86,920 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE KNOWN | $38,228 | $0 | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $25,726 | not reported in the loaded dataset | 2023 |
| The Lam Group, Inc | NONE KNOWN | $17,800 | not reported in the loaded dataset | 2023 |
| Rappaport Reiches Cap Mgmt LLC | NONE KNOWN | $6,686 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern University
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Evanston, IL
- Fidelity Invstmnts Inst Oper Co,Inc — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Savant Capital Management — Schedule C compensation
- Tiaa — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- The Lam Group, Inc — Schedule C compensation
- Rappaport Reiches Cap Mgmt LLC — Schedule C compensation