Plan5500

Northwestern Lake Forest Hospital Employees Retirement Plan — Form 5500 plan (Northwestern Lake Forest Hospital)

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 Lake Forest Hospital Employees Retirement Plan is a benefit plan reported by Northwestern Lake Forest Hospital under EIN 36-2179779 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,035 participants and $162,311,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwestern Lake Forest Hospital
EIN
36-2179779
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,035
End-of-year plan assets
$162,311,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,035H, C20240924174033NAL0004869299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,311,491
Total liabilities (EOY)
$0
Net assets (EOY)
$162,311,491
Net assets (BOY)
$152,087,961

Income & contributions

Total contributions
$0
Total income / additions
$18,598,771

Expenses & distributions

Benefits paid
$7,901,375
Administrative expenses
$473,866
Total expenses
$8,375,241
Net increase / (decrease)
$10,223,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inst'L Asset ManagementNONE$221,942not reported in the loaded dataset2023
Willis Towers WatsonNONE$45,483not reported in the loaded dataset2023
Ernst & Young LlpNONE$11,081not reported in the loaded dataset2023

Related Form 5500 pages