Endeavor Health Clinical Operations 401(k) and pension plans

Endeavor Health Clinical Operations, Evanston, IL. EIN 36-2167060. Annual reports 2009–2025. Also filed as Northshore University Healthsystem.

Endeavor Health Clinical Operations has one active retirement plan on file, the Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, with 14,094 participants and $2.2 billion in assets in 2025. Fidelity has been its recordkeeper since 2024.

Active plans: 1
Participants: 14,094
Plan assets: $2.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 7
Industry: Health care

All 7 plans

Active plans first

Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 36-2167060
Participants (2025): 14,094
Net assets (2025): $2.2 billion
Recordkeeper: FidelityEarlier: Voya (2014–2023), Metlife Insurance (2011), Voya (2010), Iliac (2009)
Plan administrator: Endeavor Health Clinical Operations
1301 Central Street, Suite 390
Evanston, IL 60201
(847) 570-5365As filed for 2025
In effect since: January 1, 1986

Plans merged into this one: Rush North Shore Medical Center 403(b) Retirement Savings Plan (2012).

Earlier sponsor: Northshore University Healthsystem (2009–2022).

Earlier plan names: Northshore University Healthsystem Tax Deferred Annuity Plan; Northshore University Healthsystem Tax.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	14,094	$2.2 billion	Fidelity
2024	15,353	$2.1 billion	Fidelity
2023	20,113	$2.0 billion	Voya
2022	19,403	$1.8 billion	Voya
2021	17,844	$2.1 billion	Voya
2020	15,653	$1.8 billion	Voya
2019	14,900	$1.6 billion	Voya
2018	13,613	$1.3 billion	Voya
2017	13,503	$1.4 billion	Voya
2016	13,246	$1.2 billion	Voya
2015	12,883	$1.1 billion	Voya
2014	12,798	$945 million	Voya
2013	13,427	$878 million	not listed
2012	13,369	$705 million	not listed
2011	13,047	$573 million	Metlife Insurance
2010	9,564	$535 million	Voya
2009	9,689	$433 million	Iliac

Northshore University Healthsystem Pension Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 36-2167060
Participants (2023): 3,925
Net assets (2023): $212 million
Last listed administrator: Western Asset Management2009–2015
Plan administrator: Endeavor Health Clinical Operations
1301 Central Street
Evanston, IL 60201
(847) 570-5365As filed for 2024
In effect since: January 1, 1963

Earlier sponsor: Northshore University Healthsystem (2009–2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	3,925	$212 million	not listed
2022	4,019	$201 million	not listed
2021	4,147	$235 million	not listed
2020	4,278	$225 million	not listed
2019	4,409	$217 million	not listed
2018	4,552	$188 million	not listed
2017	5,321	$233 million	not listed
2016	5,524	$222 million	not listed
2015	5,850	$200 million	Western Asset Management
2014	11,163	$422 million	Western Asset Management
2013	11,557	$386 million	Western Asset Management
2012	11,754	$368 million	Western Asset Management
2011	11,222	$317 million	Western Asset Management
2010	10,994	$304 million	Western Asset Management
2009	10,585	$265 million	Western Asset Management

Northshore University Healthsystem Retirement Contribution Plan

Defined contribution planMerged

Merged. In 2023 its assets moved to the Endeavor Health 401(k) Plan (Formerly Known As Ns-Eeh 401(k) Plan), sponsored by Endeavor Health (EIN 87-4520691, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 36-2167060
Participants (2022): 8,223
Net assets (2022): $180 million
Recordkeeper: Voya2014–2023
Plan administrator: Northshore University Healthsystem
1301 Central Street, Suite 390
Evanston, IL 60201
(847) 570-5365As filed for 2023
In effect since: January 1, 2013

Earlier plan names: Northshore University Healthsystem Retirement.

Year by year, 2013 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Voya
2022	8,223	$180 million	Voya
2021	8,962	$229 million	Voya
2020	9,926	$217 million	Voya
2019	9,672	$169 million	Voya
2018	9,361	$123 million	Voya
2017	8,920	$111 million	Voya
2016	8,570	$77.1 million	Voya
2015	8,352	$51.7 million	Voya
2014	8,257	$33.0 million	Voya
2013	1,196	$33.7 million	not listed

Northshore University Healthsystem 401K Plan

401(k)Merged

Plan number: 008Employer EIN 36-2167060
Participants (2022): 727
Net assets (2022): $17.0 million
Recordkeeper: Voya2020–2023
Plan administrator: Northshore University Healthsystem
1301 Central Street
Evanston, IL 60201
(847) 570-5365As filed for 2023
In effect since: January 1, 2020

Earlier plan names: 401(k) SC Management Services Plan; Northshore University Healthsystem 401(k) Plan.

Year by year, 2020 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Voya
2022	727	$17.0 million	Voya
2021	675	$15.2 million	Voya
2020	551	$7.2 million	Voya

Northshore University Healthsystem Pension Plan B

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2015, which means its assets were paid out or moved and it no longer exists.

Plan number: 007Employer EIN 36-2167060
Plan administrator: Northshore University Healthsystem
1301 Central Street
Evanston, IL 60201
(847) 570-5065As filed for 2015
In effect since: June 1, 2015

Rush North Shore Medical Center Employees' Pension Plan

Profit-sharing planStopped filing

No annual report since the 2012 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 004Employer EIN 36-2167060
Participants (2012): 1,188
Net assets (2012): $31.7 million
Recordkeeper: Metropolitan Life Insurance2009–2012
Plan administrator: Northshore University Healthsystem
1301 Central ST.
Evanston, IL 60201
(847) 570-5365As filed for 2012
In effect since: October 1, 1967

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	1,188	$31.7 million	Metropolitan Life Insurance
2011	1,264	$32.1 million	Metropolitan Life Insurance
2010	1,329	$34.2 million	Metropolitan Life Insurance
2009	1,466	$38.0 million	Metropolitan Life Insurance

Rush North Shore Medical Center 403(b) Retirement Savings Plan

403(b)Merged

Merged. In 2012 its assets moved to the Northshore University Healthsystem Tax Deferred Annuity Plan, sponsored by Endeavor Health Clinical Operations (EIN 36-2167060, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 36-2167060
Participants (2011): 932
Net assets (2011): $27.4 million
Recordkeeper: Metropolitan Life Insurance2009–2012
Plan administrator: Northshore University Healthsystem
1301 Central ST.
Evanston, IL 60201
(847) 570-5365As filed for 2012
In effect since: January 1, 1997