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Form 5500 · Employee benefit plan · CHICAGO, IL

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

The filing calls this plan NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION EMPLOYEE BENEFITS PLAN.

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BJORK GROUP INC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2167818 · plan 516 · plan year 2025, filed May 27, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
158
Active at start of year
154
Active at end of year
184
Disclosed commissions
$89,370
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — BLUECROSS BLUESHIELD OF ILLINOIS159 of 158 participants
Dentalinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA124 of 158 participants (78%)
Visioninsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA124 of 158 participants (78%)
Lifeinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA124 of 158 participants (78%)
Disabilityinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA124 of 158 participants (78%)

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 159 people.

Reported premium across the insured contracts is $1,888,676, with $89,370 in disclosed broker commissions — about 4.7% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

BJORK GROUP INC is the broker of record on all 2 contracts.

Two carriers split the book: BLUECROSS BLUESHIELD OF ILLINOIS and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUECROSS BLUESHIELD OF ILLINOISHealth159Jan 1, 2026$1,724,793$67,159
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability124Jan 1, 2026$163,883$22,211

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

Plan administrator on the filing
NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION
EIN 36-2167818

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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