2023 Form 5500 filing — Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees
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 20240930090819NAL0002520915001) for Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees, reported by Endeavor Health Clinical Operations under EIN 36-2167060 and plan number 002. It reports 19,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930090819NAL0002520915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endeavor Health Clinical Operations
- EIN
- 36-2167060
- Plan number
- 002
- Location
- Evanston, IL
- Participants
- 19,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,005,336,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,005,336,202
- Employer contributions
- $46,617,627
- Participant contributions
- $83,607,432
- Total income / additions
- $463,633,791
- Benefits paid
- $216,316,993
- Administrative expenses
- $1,264,755
- Total expenses
- $218,064,229
- Net increase / (decrease)
- $245,569,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,135,461 | $0 |
| Seyfarth Shaw | SERVICE PROVIDER | $129,294 | not reported in the loaded dataset |