2023 Form 5500 filing — Advocate Aurora Health Pension 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 20241011145253NAL0022093681001) for Advocate Aurora Health Pension Plan, reported by Advocate Aurora Health, Inc. under EIN 82-4184596 and plan number 003. It reports 20,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145253NAL0022093681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advocate Aurora Health, Inc.
- EIN
- 82-4184596
- Plan number
- 003
- Location
- Downers Grove, IL
- Participants
- 20,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,028,936,791
- Total liabilities (EOY)
- $2,752,000
- Net assets (EOY)
- $1,026,184,791
- Employer contributions
- $12,500,000
- Total income / additions
- $102,543,392
- Benefits paid
- $47,916,610
- Administrative expenses
- $10,522,991
- Total expenses
- $58,439,601
- Net increase / (decrease)
- $44,103,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $812,100 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $751,914 | not reported in the loaded dataset |
| Aon Consulting | NONE | $223,591 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $184,950 | not reported in the loaded dataset |
| Highclere International Investors | NONE | $95,748 | not reported in the loaded dataset |
| Cardinal Capital Management LLC | NONE | $49,455 | not reported in the loaded dataset |
| Mitchell & Titus Llp | NONE | $31,000 | not reported in the loaded dataset |
| Profund Systems Inc | NONE | $28,470 | not reported in the loaded dataset |
| Kiltearn Partners | NONE | $9,302 | not reported in the loaded dataset |
| Mercer Investment Management Inc | NONE | $9,200 | not reported in the loaded dataset |