Northshore University Healthsystem Pension Plan — Form 5500 plan (Endeavor Health Clinical Operations)
Plain-English plan 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, Northshore University Healthsystem Pension Plan is a benefit plan reported by Endeavor Health Clinical Operations under EIN 36-2167060 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,019 participants and $212,168,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Endeavor Health Clinical Operations
- EIN
- 36-2167060
- Plan number
- 001
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 4,019
- End-of-year plan assets
- $212,168,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,019 | H, C | 20241001012508NAL0011413792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,168,497
- Total liabilities (EOY)
- $221,051
- Net assets (EOY)
- $211,947,446
- Net assets (BOY)
- $201,063,452
Income & contributions
- Employer contributions
- $24,725,000
- Total contributions
- $24,725,000
- Total income / additions
- $27,473,700
Expenses & distributions
- Benefits paid
- $14,847,868
- Administrative expenses
- $1,741,838
- Total expenses
- $16,589,706
- Net increase / (decrease)
- $10,883,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Human Resource Consulting | NONE | $996,891 | not reported in the loaded dataset | 2023 |
| Reams (Scouts Investments Inc) | NONE | $255,037 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $28,805 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Merganser Capital Management | NONE | $12,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Endeavor Health Clinical Operations
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Evanston, IL
- Mercer Human Resource Consulting — Schedule C compensation
- Reams (Scouts Investments Inc) — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Merganser Capital Management — Schedule C compensation