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  2. THE NORTHERN TRUST COMPANY
Sponsor portfolioTH

THE NORTHERN TRUST COMPANY

EIN 36-1561860-financial services-Latest filing 2024
Plans
3
Retirement
1
$3.34B assets
Welfare
2
$16.4M premiums
Participants
24,266
333 S WABASH AVE, WB-20 - CHICAGO, IL 60604312-630-6000fxbex.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002ESOP-$3.34B - 13,997 part#502Mixed-$16.4M - 24,363 lives#506Self Funded-0 lives

Benefits portfolio analytics

2 plans / $16.4M premiums / 24,363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$4.4M
  • Life$3.8M
  • Other$3.8M
  • Health$2.2M
  • Dental$1.9M
  • Vision$1.4M
  • +1 more
Total $16.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • HARTFORD LIFE AND ACCIDENT27%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • VISION SERVICE PLAN8%
  • AETNA LIFE INSURANCE COMPANY8%
  • +3 more
Total $16.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • WILLIS TOWERS WATSON US LLC56%
  • MERCER HEALTH AND BENEFITS, LLC40%
  • AON CONSULTING INC4%
Total $711K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN

ESOP

Assets$3.34B
Participants13,997
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE NORTHERN TRUST COMPANY EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$16.4M
Covered lives24,363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE NORTHERN TRUST COMPANY RETIREE MEDICAL CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLANESOP$3.34B13,9972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE NORTHERN TRUST COMPANY EMPLOYEE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$16.4M24,3632024
506THE NORTHERN TRUST COMPANY RETIREE MEDICAL CARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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