2023 Form 5500 filing — Northwestern Memorial Hospital Employees' Pension Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924090219NAL0017167264001) for Northwestern Memorial Hospital Employees' Pension Trust, reported by Northwestern Memorial Hospital under EIN 91-1941761 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924090219NAL0017167264001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Northwestern Memorial Hospital
- EIN
- 91-1941761
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $846,740,534
- Total liabilities (EOY)
- $36,716,054
- Net assets (EOY)
- $810,024,480
- Total income / additions
- $94,534,774
- Benefits paid
- $0
- Administrative expenses
- $1,994,116
- Total expenses
- $1,994,116
- Net increase / (decrease)
- $92,540,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co. | NONE | $737,404 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $535,059 | $0 |
| Highclere International Investors L | NONE | $181,196 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $123,600 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $121,770 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $97,500 | not reported in the loaded dataset |
| Silchester International Investor I | NONE | $53,945 | not reported in the loaded dataset |
| Green Equity Investors Offshore Fun | NONE | $47,434 | not reported in the loaded dataset |
| Burgiss Group LLC | NONE | $18,940 | not reported in the loaded dataset |
| Ngp Natural Resources X, Lp | NONE | $15,187 | $0 |
| Roundtable Healthcare Ptrs Iii | NONE | $13,097 | $0 |
| Graham Partners Iii, Lp | NONE | $12,563 | $0 |
| Walter Scott & Partners Limited | NONE | $9,806 | not reported in the loaded dataset |
| Preqin | NONE | $8,625 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | NONE | $6,020 | not reported in the loaded dataset |
| Cambridge Associates LLC | NONE | $4,766 | not reported in the loaded dataset |
| Morningstar, Inc. | NONE | $3,824 | not reported in the loaded dataset |
| Bca Research, Inc. | NONE | $3,420 | not reported in the loaded dataset |
| Chambers Energy Capital Ii Lp | NONE | $3,315 | not reported in the loaded dataset |
| Ubs Global Asset Management (Americ | NONE | $2,095 | not reported in the loaded dataset |
| Cid Greater China Venture Capital F | NONE | $1,512 | $0 |
| Generation Capital Partners Ii, Lp | NONE | $1,385 | not reported in the loaded dataset |
| Charlesbank Equity Fund Vii | NONE | $1,221 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | NONE | $1,189 | not reported in the loaded dataset |
| Natural Gas Partners Ix, Lp | NONE | $806 | $0 |
| Cid Greater China Venture Capital F | NONE | $770 | $0 |
| Charlesbank Equity Fund Vi Lp | NONE | $496 | not reported in the loaded dataset |
| Morgan Stanley Capital Internationa | NONE | $106 | not reported in the loaded dataset |
| Russell Investments | NONE | $79 | not reported in the loaded dataset |
| Flexpoint Ford Fund Ii, L.P. | NONE | $71 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $42 | not reported in the loaded dataset |
| Dover Street Vii Cayman Fund, Lp | NONE | $13 | $0 |