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Form 5500 · Retirement plan · EVANSTON, IL

NORTHWESTERN UNIVERSITY

The filing calls this plan NORTHWESTERN UNIVERSITY RETIREMENT PLAN.

NORTHWESTERN UNIVERSITY of EVANSTON, IL's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
FIDELITY INVSTMS INSTL OPER CO INC
Insurance company
METROPOLITAN LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2167817 · plan 001 · plan year 2024, filed Sep 18, 2025

Participants at the start of the year
24,101
Contracts on file
2
Contract value
$709,585,445
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $709,585,445 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC370December$12,896,895$0
TIAA-CREFAnnuity / GIC8,658December$696,688,550$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FIDELITY INVSTMNTS INST OPER CO,INC
NONE KNOWN · EIN 04-2647786
$173,363
paid directly by the plan
CAPFINANCIAL PARTNERS, LLC
NONE KNOWN · EIN 26-0058143
$118,000
paid directly by the plan
SAVANT CAPITAL MANAGEMENT
NONE KNOWN · EIN 45-3812777
$103,790
paid directly by the plan
PLANTE & MORAN, PLLC
Accounting and audit · EIN 33-1498605
$43,376
paid directly by the plan
TIAA
Recordkeeping and information management · EIN 13-1624203
$27,873
paid directly by the plan
RAPPAPORT REICHES CAP MGMT LLC
NONE KNOWN · EIN 20-3327943
$7,265
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 14,994 employees, 34 recordable cases, 170 days away from work.

EmployeesThe company's own average for the year
14,994
Hours worked
24,777,716
Recordable cases
34
Days away from work
170

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$4,444,912,336
Paid out in benefits
$232,150,167
Participants at the start of the year
24,101
Participants with account balances
20,333

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 33-1498605
PLANTE & MORAN, PLLC
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$43,376

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Employee Welfare Benefit PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jan 1plan 530Insured benefit plan · 4 Schedule A contractsRenews ~Jan 1Non-Contributory Retirement PlanRetirement plan · 1 Schedule A contractVoluntary Savings PlanRetirement plan · 2 Schedule A contracts

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