Plan Snapshot
- Plan Sponsor: Northwest Community Hospital
- Sponsor EIN: 362340313
- Sponsor Address: 1301 CENTRAL STREEET, EVANSTON, IL, 602011613
- Plan Type: DB
- Plan Number: 001
- Total Participants: 557
- Total Assets: $114.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 557 | $114.1M | $6.2M | $0 |
| 2022 | 607 | $120.9M | $14.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER | Investment Advisor | $222,508 | — | $222,508 |
| REAMS ASSET MANAGEMENT | Other Service Provider | $151,765 | — | $151,765 |
| NORTHERN TRUST COMPANY | Other Service Provider | $129,244 | — | $129,244 |
| USI CONSULTING GROUP | Other Service Provider | $104,522 | — | $104,522 |
| SEYFARTH SHAW LLP | Investment Advisor | $99,216 | — | $99,216 |
| NORTHWEST COMMUNITY HEALTHCARE | Other Service Provider | $24,172 | — | $24,172 |
| MITCHELL & TITUS, LLP | Auditor | $20,000 | — | $20,000 |
| FIDUCIENT ADVISORS | Other Service Provider | $16,250 | — | $16,250 |
| DELOITTE CONSULTING LLP | Other Service Provider | $15,000 | — | $15,000 |
| MERGANSER CAPITAL MANAGEMENT, INC. | Other Service Provider | $7,728 | — | $7,728 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
- SEYFARTH SHAW LLP — Investment Advisor
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $790,405
- Estimated Expense Ratio: 0.692% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $990,415 | $158,898 | $31,250 | $20,000 | — |
| 2022 | $1,294,478 | $157,292 | — | — | $165,588 |