Plan5500

Northwestern University Employee Welfare Benefit 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 Employee Welfare Benefit Plan is a benefit plan reported by Northwestern University under EIN 36-2167817 and plan number 575. The latest loaded filing year is 2023. The filing reports 11,768 participants and $22,416,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwestern University
EIN
36-2167817
Plan number
575
Plan type
2
Location
Evanston, IL
Latest filing year
2023
Participants
11,768
End-of-year plan assets
$22,416,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,768H, C20241007212504NAL0007932195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,416,236
Total liabilities (EOY)
$13,254,624
Net assets (EOY)
$9,161,612
Net assets (BOY)
$10,173,764

Income & contributions

Employer contributions
$117,452,462
Participant contributions
$49,607,023
Total contributions
$167,059,485
Total income / additions
$167,581,764

Expenses & distributions

Benefits paid
$160,587,086
Administrative expenses
$8,006,830
Total expenses
$168,593,916
Net increase / (decrease)
-$1,012,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of IllinoisNONE KNOWN$5,092,856$02023
Express Scripts, Inc.NONE KNOWN$2,857,483not reported in the loaded dataset2023
The Northern Trust CompanyNONE KNOWN$52,871$02023

Related Form 5500 pages