Northwestern Memorial Hospital Employees' Pension Trust — 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 Trust is a benefit plan reported by Northwestern Memorial Hospital under EIN 91-1941761 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $846,740,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Memorial Hospital
- EIN
- 91-1941761
- Plan number
- 005
- Plan type
- 4
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $846,740,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240924090219NAL0017167264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $846,740,534
- Total liabilities (EOY)
- $36,716,054
- Net assets (EOY)
- $810,024,480
- Net assets (BOY)
- $752,352,320
Income & contributions
- Total contributions
- $0
- Total income / additions
- $94,534,774
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,994,116
- Total expenses
- $1,994,116
- Net increase / (decrease)
- $92,540,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co. | NONE | $737,404 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $535,059 | $0 | 2023 |
| Highclere International Investors L | NONE | $181,196 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $123,600 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $121,770 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $97,500 | not reported in the loaded dataset | 2023 |
| Silchester International Investor I | NONE | $53,945 | not reported in the loaded dataset | 2023 |
| Green Equity Investors Offshore Fun | NONE | $47,434 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | NONE | $18,940 | not reported in the loaded dataset | 2023 |
| Ngp Natural Resources X, Lp | NONE | $15,187 | $0 | 2023 |
| Roundtable Healthcare Ptrs Iii | NONE | $13,097 | $0 | 2023 |
| Graham Partners Iii, Lp | NONE | $12,563 | $0 | 2023 |
| Walter Scott & Partners Limited | NONE | $9,806 | not reported in the loaded dataset | 2023 |
| Preqin | NONE | $8,625 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | NONE | $6,020 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | NONE | $4,766 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc. | NONE | $3,824 | not reported in the loaded dataset | 2023 |
| Bca Research, Inc. | NONE | $3,420 | not reported in the loaded dataset | 2023 |
| Chambers Energy Capital Ii Lp | NONE | $3,315 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management (Americ | NONE | $2,095 | not reported in the loaded dataset | 2023 |
| Cid Greater China Venture Capital F | NONE | $1,512 | $0 | 2023 |
| Generation Capital Partners Ii, Lp | NONE | $1,385 | not reported in the loaded dataset | 2023 |
| Charlesbank Equity Fund Vii | NONE | $1,221 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $1,189 | not reported in the loaded dataset | 2023 |
| Natural Gas Partners Ix, Lp | NONE | $806 | $0 | 2023 |
| Cid Greater China Venture Capital F | NONE | $770 | $0 | 2023 |
| Charlesbank Equity Fund Vi Lp | NONE | $496 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Capital Internationa | NONE | $106 | not reported in the loaded dataset | 2023 |
| Russell Investments | NONE | $79 | not reported in the loaded dataset | 2023 |
| Flexpoint Ford Fund Ii, L.P. | NONE | $71 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $42 | not reported in the loaded dataset | 2023 |
| Dover Street Vii Cayman Fund, Lp | NONE | $13 | $0 | 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
- Pacific Investment Management Co. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Highclere International Investors L — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Silchester International Investor I — Schedule C compensation
- Green Equity Investors Offshore Fun — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation
- Ngp Natural Resources X, Lp — Schedule C compensation
- Roundtable Healthcare Ptrs Iii — Schedule C compensation
- Graham Partners Iii, Lp — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Preqin — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Morningstar, Inc. — Schedule C compensation
- Bca Research, Inc. — Schedule C compensation
- Chambers Energy Capital Ii Lp — Schedule C compensation
- Ubs Global Asset Management (Americ — Schedule C compensation
- Cid Greater China Venture Capital F — Schedule C compensation
- Generation Capital Partners Ii, Lp — Schedule C compensation
- Charlesbank Equity Fund Vii — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation
- Natural Gas Partners Ix, Lp — Schedule C compensation
- Charlesbank Equity Fund Vi Lp — Schedule C compensation
- Morgan Stanley Capital Internationa — Schedule C compensation
- Russell Investments — Schedule C compensation
- Flexpoint Ford Fund Ii, L.P. — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Dover Street Vii Cayman Fund, Lp — Schedule C compensation