Plan5500

Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees — 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, Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees is a benefit plan reported by Endeavor Health Clinical Operations under EIN 36-2167060 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,403 participants and $2,005,336,202 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
002
Plan type
2
Location
Evanston, IL
Latest filing year
2023
Participants
19,403
End-of-year plan assets
$2,005,336,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,403H, C20240930090819NAL0002520915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,005,336,202
Total liabilities (EOY)
$0
Net assets (EOY)
$2,005,336,202
Net assets (BOY)
$1,759,766,640

Income & contributions

Employer contributions
$46,617,627
Participant contributions
$83,607,432
Total contributions
$138,120,805
Total income / additions
$463,633,791

Expenses & distributions

Benefits paid
$216,316,993
Administrative expenses
$1,264,755
Total expenses
$218,064,229
Net increase / (decrease)
$245,569,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$1,135,461$02023
Seyfarth ShawSERVICE PROVIDER$129,294not reported in the loaded dataset2023

Related Form 5500 pages