Northwestern Memorial Employee 401(K) Pre-Tax Savings Plan — Form 5500 plan (Northwestern Memorial Healthcare)
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 Memorial Employee 401(K) Pre-Tax Savings Plan is a benefit plan reported by Northwestern Memorial Healthcare under EIN 36-3152959 and plan number 003. The latest loaded filing year is 2023. The filing reports 47,778 participants and $4,535,222,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Memorial Healthcare
- EIN
- 36-3152959
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 47,778
- End-of-year plan assets
- $4,535,222,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47,778 | H, C | 20250813083434NAL0010699648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,535,222,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,535,222,216
- Net assets (BOY)
- $3,607,438,228
Income & contributions
- Employer contributions
- $170,025,624
- Participant contributions
- $263,810,552
- Total contributions
- $469,678,508
- Total income / additions
- $1,182,170,407
Expenses & distributions
- Benefits paid
- $250,759,441
- Administrative expenses
- $1,953,800
- Total expenses
- $254,386,419
- Net increase / (decrease)
- $927,783,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,131,493 | $0 | 2023 |
| Mercer Investments LLC | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Akerman Llp | NONE | $46,190 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $27,942 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $8,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Memorial Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Akerman Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation