2023 Form 5500 filing — Advocate Aurora Health 401(K) 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 20241011151414NAL0012676979001) for Advocate Aurora Health 401(K) Plan, reported by Advocate Aurora Health, Inc under EIN 82-4184596 and plan number 004. It reports 95,804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151414NAL0012676979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advocate Aurora Health, Inc
- EIN
- 82-4184596
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 95,804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,125,723,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,125,723,544
- Employer contributions
- $327,974,541
- Participant contributions
- $512,994,935
- Total income / additions
- $2,200,895,044
- Benefits paid
- $575,378,977
- Administrative expenses
- $5,630,542
- Total expenses
- $582,532,372
- Net increase / (decrease)
- $1,618,362,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $3,587,605 | $0 |
| Empower Advisory Group, LLC | NONE | $2,196,479 | not reported in the loaded dataset |
| Annex Advisory Services LLC | NONE | $38,094 | not reported in the loaded dataset |
| Mitchell & Titus Llp | NONE | $35,970 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $28,481 | not reported in the loaded dataset |
| Wfa Asset Management Corp | NONE | $23,790 | not reported in the loaded dataset |
| Shakespeare Wealth Management | NONE | $20,690 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $13,881 | $0 |
| Abound Wealth Management LLC | NONE | $13,162 | not reported in the loaded dataset |
| Wisniewski Wealth Management | NONE | $13,107 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $11,700 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | NONE | $9,707 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $8,661 | not reported in the loaded dataset |
| Mission Wealth Management Lp | NONE | $7,922 | not reported in the loaded dataset |
| Forum Financial Management Lp | NONE | $6,322 | not reported in the loaded dataset |
| Mariner LLC | NONE | $5,850 | not reported in the loaded dataset |