2023 Form 5500 filing — Advocate Rcm Holding Company, LLC 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816103820NAL0008233715001) for Advocate Rcm Holding Company, LLC 401(K) Savings Plan, reported by Advocate Rcm, LLC under EIN 31-1569197 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.7MReported net assets$17,713,496
Participants380
Provider compensation$75.2K2 Schedule C row(s)$75,196
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240816103820NAL0008233715001
- Plan sponsor
- Advocate Rcm, LLC
- EIN
- 31-1569197
- Plan number
- 001
- Location
- Dublin, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.7M total assets
Net assets$17.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,713,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,713,496
- Employer contributions
- $687,342
- Participant contributions
- $1,236,472
- Total income / additions
- $4,697,486
- Benefits paid
- $973,289
- Administrative expenses
- $75,196
- Total expenses
- $1,049,558
- Net increase / (decrease)
- $3,647,928
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,273 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $30,923 | not reported in the loaded dataset |