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NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameNORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN
Plan identification number 508

NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

NORTHWESTERN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:NORTHWESTERN UNIVERSITY
Employer identification number (EIN):362167817
NAIC Classification:611000

Additional information about NORTHWESTERN UNIVERSITY

Jurisdiction of Incorporation: Louisiana Secretary Of State, Commercial Division
Incorporation Date:
Company Identification Number: 34259176N

More information about NORTHWESTERN UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082022-09-01ANNE FISH2023-05-09
5082021-09-01ANNE FISH2022-12-22 ANNE FISH2022-12-22
5082020-09-01ANNE FISH2022-03-14
5082019-09-01ANNE FISH2021-03-25
5082018-09-01ANNE FISH2020-04-28
5082017-09-01ANNE FISH2019-05-13
5082016-09-01ANNE FISH2018-03-27
5082015-09-01ANNE FISH ANNE FISH2017-03-23
5082014-09-01ANNE FISH
5082013-09-01ANNE FISH ANNE FISH2015-03-17
5082012-09-01ANNE FISH ANNE FISH2014-09-02
5082011-09-01ANNE N FISH, DIRECTOR OF BENEFITS ANNE N FISH, DIRECTOR OF BENEFITS2014-06-25
5082009-09-01 ANNE FISH2011-06-15
5082009-09-01

Plan Statistics for NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN

401k plan membership statisitcs for NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN

Measure Date Value
2015: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01107
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-010
2014: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01192
Total number of active participants reported on line 7a of the Form 55002014-09-01107
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01107
2013: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01194
Total number of active participants reported on line 7a of the Form 55002013-09-01192
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01192
2012: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-016,345
Total number of active participants reported on line 7a of the Form 55002012-09-01194
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01194
2011: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-016,357
Total number of active participants reported on line 7a of the Form 55002011-09-016,345
Number of retired or separated participants receiving benefits2011-09-0114
Total of all active and inactive participants2011-09-016,359
2009: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-015,916
Total number of active participants reported on line 7a of the Form 55002009-09-016,997
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-016,997

Financial Data on NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN

Measure Date Value
2016 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total transfer of assets from this plan2016-08-31$21,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$1,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$2,061
Total income from all sources (including contributions)2016-08-31$204,398
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$17,061
Value of total assets at end of year2016-08-31$2,603,818
Value of total assets at beginning of year2016-08-31$2,420,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$0
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$8,529
Assets. Other investments not covered elsewhere at end of year2016-08-31$10,000
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$10,000
Liabilities. Value of operating payables at end of year2016-08-31$1,833
Liabilities. Value of operating payables at beginning of year2016-08-31$2,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$204,398
Value of net assets at end of year (total assets less liabilities)2016-08-31$2,601,985
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,418,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in master investment trust accounts at end of year2016-08-31$2,593,818
Value of interest in master investment trust accounts at beginning of year2016-08-31$2,410,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$8,532
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-08-31381357951
2015 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total transfer of assets from this plan2015-08-31$29,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$2,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$39,687
Total income from all sources (including contributions)2015-08-31$52,622
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$49,192
Value of total assets at end of year2015-08-31$2,420,793
Value of total assets at beginning of year2015-08-31$2,435,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$0
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$24,606
Assets. Other investments not covered elsewhere at end of year2015-08-31$10,000
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$10,000
Liabilities. Value of operating payables at end of year2015-08-31$2,061
Liabilities. Value of operating payables at beginning of year2015-08-31$5,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$52,622
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,418,732
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,395,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in master investment trust accounts at end of year2015-08-31$2,410,793
Value of interest in master investment trust accounts at beginning of year2015-08-31$2,425,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$24,586
Liabilities. Value of benefit claims payable at end of year2015-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$34,167
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-08-31381357951
2014 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total transfer of assets from this plan2014-08-31$18,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$39,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$166,858
Total income from all sources (including contributions)2014-08-31$469,338
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$8,622,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$8,622,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$45,089
Value of total assets at end of year2014-08-31$2,435,620
Value of total assets at beginning of year2014-08-31$10,734,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$0
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$22,535
Assets. Other investments not covered elsewhere at end of year2014-08-31$10,000
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$131,250
Liabilities. Value of operating payables at end of year2014-08-31$5,520
Liabilities. Value of operating payables at beginning of year2014-08-31$10,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-8,153,070
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,395,933
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$10,567,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in master investment trust accounts at end of year2014-08-31$2,425,620
Value of interest in master investment trust accounts at beginning of year2014-08-31$10,603,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$22,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$8,622,408
Liabilities. Value of benefit claims payable at end of year2014-08-31$34,167
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$156,703
Did the plan have assets held for investment2014-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-08-31381357951
2013 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total transfer of assets from this plan2013-08-31$16,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$166,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$1,039,939
Total income from all sources (including contributions)2013-08-31$590,625
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$843,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$843,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$55,472
Value of total assets at end of year2013-08-31$10,734,552
Value of total assets at beginning of year2013-08-31$11,876,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$0
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$28,245
Participant contributions at end of year2013-08-31$0
Participant contributions at beginning of year2013-08-31$797
Assets. Other investments not covered elsewhere at end of year2013-08-31$131,250
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$131,250
Liabilities. Value of operating payables at end of year2013-08-31$10,155
Liabilities. Value of operating payables at beginning of year2013-08-31$148,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-252,552
Value of net assets at end of year (total assets less liabilities)2013-08-31$10,567,694
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$10,836,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in master investment trust accounts at end of year2013-08-31$10,603,302
Value of interest in master investment trust accounts at beginning of year2013-08-31$11,744,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$27,227
Employer contributions (assets) at end of year2013-08-31$0
Employer contributions (assets) at beginning of year2013-08-31$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$843,177
Liabilities. Value of benefit claims payable at end of year2013-08-31$156,703
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$891,319
Did the plan have assets held for investment2013-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-08-31381357951
2012 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$1,295,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$853,829
Total income from all sources (including contributions)2012-08-31$3,541,325
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$2,245,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$2,251,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$2,612,996
Value of total assets at end of year2012-08-31$11,745,650
Value of total assets at beginning of year2012-08-31$10,008,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$-6,405
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$-20,000
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$1,308,182
Participant contributions at end of year2012-08-31$797
Participant contributions at beginning of year2012-08-31$259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$16,989
Administrative expenses (other) incurred2012-08-31$8,605
Liabilities. Value of operating payables at end of year2012-08-31$996
Liabilities. Value of operating payables at beginning of year2012-08-31$25,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,295,739
Value of net assets at end of year (total assets less liabilities)2012-08-31$10,450,030
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$9,154,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$4,990
Value of interest in master investment trust accounts at end of year2012-08-31$11,727,670
Value of interest in master investment trust accounts at beginning of year2012-08-31$10,007,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,304,814
Employer contributions (assets) at end of year2012-08-31$194
Employer contributions (assets) at beginning of year2012-08-31$83
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$2,251,991
Liabilities. Value of benefit claims payable at end of year2012-08-31$1,294,624
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$828,394
Did the plan have assets held for investment2012-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2012-08-31134008324
2011 : NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$853,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$922,159
Total income from all sources (including contributions)2011-08-31$3,196,305
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,641,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,597,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$2,519,510
Value of total assets at end of year2011-08-31$10,008,120
Value of total assets at beginning of year2011-08-31$8,521,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$43,320
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$19,010
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$1,261,125
Participant contributions at end of year2011-08-31$259
Participant contributions at beginning of year2011-08-31$297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$20,450
Administrative expenses (other) incurred2011-08-31$19,765
Liabilities. Value of operating payables at end of year2011-08-31$25,435
Liabilities. Value of operating payables at beginning of year2011-08-31$24,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,555,074
Value of net assets at end of year (total assets less liabilities)2011-08-31$9,154,291
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$7,599,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$4,545
Value of interest in master investment trust accounts at end of year2011-08-31$10,007,778
Value of interest in master investment trust accounts at beginning of year2011-08-31$8,500,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,258,385
Employer contributions (assets) at end of year2011-08-31$83
Employer contributions (assets) at beginning of year2011-08-31$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,597,911
Liabilities. Value of benefit claims payable at end of year2011-08-31$828,394
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$897,411
Did the plan have assets held for investment2011-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31PRICE WATERHOUSE & COOPERS LLP
Accountancy firm EIN2011-08-31134008324

Form 5500 Responses for NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN

2015: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: NORTHWESTERN UNIVERSITY LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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