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Original filing (PDF)20250123112503NAL0006031537001

NORTH PARK UNIVERSITY

Form 5500
FILING_RECEIVED
NORTH PARK UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 11.2 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 11.2 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH PARK UNIVERSITY.
Plan sponsor
Name
NORTH PARK UNIVERSITY
EIN
36-1557840
Address
3225 W FOSTER AVE · CHICAGO, IL · 606254823
Phone
(773) 244-6200
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-04-01
Filed
2025-01-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
TIAA- TEACHERS INSURANCE AND ANNUIT13-1624203THIRD PARTY ADMINISTRATOR$1K

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$0

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