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Sponsor portfolioTH

NORTHWESTERN UNIVERSITY

EIN 36-2167817-higher education-Latest filing 2025
Plans
5
Retirement
3
$5.66B assets
Welfare
2
$154.1M premiums
Participants
59,430
1800 SHERMAN AVENUE - EVANSTON, IL 60201847-467-6424northwestern.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
5 filings
#001403b-$4.44B - 25,018 part#003403b-$1.22B - 19,704 part#002TraditionalDB-$479K - 67 part#575Fully Insured-$145.0M - 16,908 lives#530Fully Insured-$9.1M - 1,444 lives

Retirement portfolio analytics

3 plans aggregated / $5.66B assets / 44,789 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • UNIVERSITY RETIREMENT PLAN (#001)78%
  • UNIVERSITY VOLUNTARY Savings (#003)21%
  • NON-CONTRIBUTORY RETIREMENT PL... (#002)0%
Total $5.66BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
  • (Not disclosed)0%
Total $5.66BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIVERSITY RETIREMENT PLAN (#001)25,018
  • UNIVERSITY VOLUNTARY Savings (#003)19,704
  • NON-CONTRIBUTORY RETIREMENT PL... (#002)67
Total 44,789Click row to drill in

Benefits portfolio analytics

2 plans / $154.1M premiums / 18,352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$145.3M
  • Prescription drug$143.7M
  • Dental$137.5M
  • Vision$6.3M
  • Other$4.8M
  • Life$4.8M
  • +3 more
Total $154.1M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • SYMETRA LIFE INSURANCE COMPANY1%
  • +3 more
Total $154.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • MERCER HEALTH AND BENEFITS, LLC44%
  • GALLAGHER BENEFIT SERVICES, INC.39%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES13%
  • STRATEGIC NON-MEDICAL SOLUTION4%
  • HEALTH CARE SERVICES CORPORATION0%
Total $964K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHWESTERN UNIVERSITY RETIREMENT PLAN

403b

Assets$4.44B
Participants25,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN

403b

Assets$1.22B
Participants19,704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLAN

TraditionalDB

Assets$479K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#575

NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$145.0M
Covered lives16,908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

THE NORTHWESTERN UNIVERSITY POSTDOCTORAL BENEFIT PROGRAM

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$9.1M
Covered lives1,444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001NORTHWESTERN UNIVERSITY RETIREMENT PLAN403b$4.44B25,0182024
003NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN403b$1.22B19,7042024
002NORTHWESTERN UNIVERSITY NON-CONTRIBUTORY RETIREMENT PLANTraditionalDB$479K672025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
575NORTHWESTERN UNIVERSITY EMPLOYEE WELFARE BENEFIT PLANFully InsuredHEALTH CARE SERVICE CORPORATION$145.0M16,9082024
530THE NORTHWESTERN UNIVERSITY POSTDOCTORAL BENEFIT PROGRAMFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$9.1M1,4442024
Retirement plans
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