Sponsor portfolioTH

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

EIN 36-2167818Latest filing 2025

Plans

Retirement

$6.2M assets

Welfare

$1.9M premiums

Participants

478

1400 WEST AUGUSTA BOULEVARD - CHICAGO, IL 60642773-969-5518

Plans on this EIN

2 filings

#004401k-$6.2M - 293 part #516Fully Insured-$1.9M - 159 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.7M
Dental$164K
Vision$164K
Life$164K
Short-term disability$164K
Long-term disability$164K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

91%top

BLUE CROSS OF CALIFORNIA91%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%

Broker market share

Schedule A broker compensation

Split broker

59%top

THE BJORK GROUP INC59%
PHILLIPS BROS. INS. AGENCY, INC.23%
360 BENEFITS LLC15%
ASSUREDPARTNERS2%
WATCHTOWER BENEFITS, LLC1%

Plan deep-dives

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

Retirement#004

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

401k

Assets$6.2M

Participants293

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#516