2023 Form 5500 filing — Northwestern University Retirement 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 20241007212445NAL0016773697001) for Northwestern University Retirement Plan, reported by Northwestern University under EIN 36-2167817 and plan number 001. It reports 25,445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007212445NAL0016773697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern University
- EIN
- 36-2167817
- Plan number
- 001
- Location
- Evanston, IL
- Participants
- 25,445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,022,176,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,022,176,874
- Employer contributions
- $94,514,873
- Participant contributions
- $40,477,912
- Total income / additions
- $696,971,189
- Benefits paid
- $188,268,294
- Administrative expenses
- $500,692
- Total expenses
- $188,843,538
- Net increase / (decrease)
- $508,127,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invstmnts Inst Oper Co,Inc | NONE KNOWN | $202,264 | $0 |
| Capfinancial Partners, LLC | NONE KNOWN | $118,000 | not reported in the loaded dataset |
| Savant Capital Management | NONE KNOWN | $86,920 | not reported in the loaded dataset |
| Tiaa | NONE KNOWN | $38,228 | $0 |
| Plante & Moran, Pllc | NONE KNOWN | $25,726 | not reported in the loaded dataset |
| The Lam Group, Inc | NONE KNOWN | $17,800 | not reported in the loaded dataset |
| Rappaport Reiches Cap Mgmt LLC | NONE KNOWN | $6,686 | not reported in the loaded dataset |