2023 Form 5500 filing — Employee Benefit Plan Of Northwestern University Settlement Association

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 20250213113056NAL0037403248001) for Employee Benefit Plan Of Northwestern University Settlement Association, reported by Northwestern University Settlement Association under EIN 36-2167818 and plan number 004. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,733,964
Participants337
Provider compensation$1.4K1 Schedule C row(s)$1,385
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250213113056NAL0037403248001
Plan sponsor
Northwestern University Settlement Association
EIN
36-2167818
Plan number
004
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$788.9K
Benefits paid / distributions$777.5K
Contributions
Employer$207.8K
Participant$278.9K
Full reported line items
Total assets (EOY)
$6,733,964
Total liabilities (EOY)
$0
Net assets (EOY)
$6,733,964
Employer contributions
$207,800
Participant contributions
$278,868
Total income / additions
$1,420,208
Benefits paid
$777,532
Administrative expenses
$1,384
Total expenses
$788,932
Net increase / (decrease)
$631,276
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250213113056NAL0037403248001 cover?
It is the 2023 Form 5500 filing for Employee Benefit Plan Of Northwestern University Settlement Association, reported by Northwestern University Settlement Association (EIN 36-2167818).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages