2023 Form 5500 filing — Northwestern Memorial Hospital Employees' Pension Plan
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 20240924174320NAL0013405601001) for Northwestern Memorial Hospital Employees' Pension Plan, reported by Northwestern Memorial Hospital under EIN 37-0960170 and plan number 001. It reports 7,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924174320NAL0013405601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Memorial Hospital
- EIN
- 37-0960170
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 7,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $647,712,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $647,712,989
- Total income / additions
- $73,941,887
- Benefits paid
- $24,797,293
- Administrative expenses
- $1,695,964
- Total expenses
- $26,493,257
- Net increase / (decrease)
- $47,448,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inst'L Asset Management | NONE | $685,895 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $97,500 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $94,213 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $62,641 | not reported in the loaded dataset |
| Burgiss Group LLC | NONE | $18,086 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $11,081 | not reported in the loaded dataset |
| Dynamo Software Inc. | NONE | $7,924 | not reported in the loaded dataset |