# Northwestern University Health & Welfare Plan
Source: https://planprovider.pro/companies/northwestern-university-362167817-575

> Northwestern University's Health & Welfare plan: 12,557 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwestern University

- **Sponsor EIN:** 362167817

- **Sponsor Address:** 1800 SHERMAN AVE, EVANSTON, IL, 60201

- **Plan Type:** Health & Welfare

- **Plan Number:** 575

- **Total Participants:** 12,557

- **Total Assets:** $10.3M

## 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.|

| 2024|12,557|$10.3M|$145.6M|$52.7M|

| 2023|11,235|$22.4M|$117.5M|$49.6M|

| 2022|10,709|$22.7M|$106.1M|$43.7M|

## 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|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$5,822,873|—|$5,822,873|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$2,207,580|—|$2,207,580|

| CURALINC|Other Service Provider|$244,403|—|$244,403|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$30,245|—|$30,245|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,305,101

- **Estimated Expense Ratio:** 80.652% 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|

| 2024|$8,305,101|—|$8,274,856|—|—|

| 2023|$8,006,830|—|$7,950,339|—|—|

| 2022|$7,334,482|—|$7,245,825|—|$88,657|

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