Northern Trust Collective S&P 500 Index Fund - Dc - Non-Lending — Form 5500 plan (Northern Trust Investments, Inc.)

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, Northern Trust Collective S&P 500 Index Fund - Dc - Non-Lending is a benefit plan reported by Northern Trust Investments, Inc. under EIN 45-6138589 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $62,767,562,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Trust Investments, Inc.
EIN
45-6138589
Plan number
002
Plan type
4
Location
Chicago, IL
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$62,767,562,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20251016083944NAL0012296162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,767,562,051
Total liabilities (EOY)
$72,686,205
Net assets (EOY)
$62,694,875,846
Net assets (BOY)
$57,585,957,370

Income & contributions

Total contributions
$0
Total income / additions
$12,045,511,880

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,076,239
Total expenses
$2,076,239
Net increase / (decrease)
$12,043,435,641

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages