Northwestern Memorial Hospital Employees' Pension Plan — Form 5500 plan (Northwestern Memorial 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 Memorial Hospital Employees' Pension Plan is a benefit plan reported by Northwestern Memorial Hospital under EIN 37-0960170 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,468 participants and $647,712,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Memorial Hospital
- EIN
- 37-0960170
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 7,468
- End-of-year plan assets
- $647,712,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,468 | H, C | 20240924174320NAL0013405601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $647,712,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $647,712,989
- Net assets (BOY)
- $600,264,359
Income & contributions
- Total contributions
- $0
- Total income / additions
- $73,941,887
Expenses & distributions
- Benefits paid
- $24,797,293
- Administrative expenses
- $1,695,964
- Total expenses
- $26,493,257
- Net increase / (decrease)
- $47,448,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inst'L Asset Management | NONE | $685,895 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $97,500 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $94,213 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $62,641 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | NONE | $18,086 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $11,081 | not reported in the loaded dataset | 2023 |
| Dynamo Software Inc. | NONE | $7,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fidelity Inst'L Asset Management — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Dynamo Software Inc. — Schedule C compensation