Northwestern University Non-Contributory Retirement Plan — Form 5500 plan (Northwestern University)

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, Northwestern University Non-Contributory Retirement Plan is a benefit plan reported by Northwestern University under EIN 36-2167817 and plan number 002. The latest loaded filing year is 2023. The filing reports 79 participants and $454,096 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$454.1KPlan net assets, end of year$454,096
Participants79Covered participants reported
Assets / participant$5.7KComputed: assets ÷ participants$5,748 (computed)
Provider compensationNone reported
Plan sponsor
Northwestern University
EIN
36-2167817
Plan number
002
Plan type
2
Location
Evanston, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379H20250312161544NAL0011912003001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$454.1K total assets
Net assets$454.1KLiabilities$0
Money in vs. money out
Total income / additions$27.7K
Total expenses$15.3K
Benefits paid / distributions$15.3K
Contributions
Employer$8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$454,096
Total liabilities (EOY)
$0
Net assets (EOY)
$454,096
Net assets (BOY)
$441,623

Income & contributions

Employer contributions
$7,983
Total contributions
$7,983
Total income / additions
$27,732

Expenses & distributions

Benefits paid
$15,259
Administrative expenses
$0
Total expenses
$15,259
Net increase / (decrease)
$12,473

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages