Advocate Aurora Health Pension Plan — Form 5500 plan (Advocate Aurora Health, Inc.)
Plain-English plan 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, Advocate Aurora Health Pension Plan is a benefit plan reported by Advocate Aurora Health, Inc. under EIN 82-4184596 and plan number 003. The latest loaded filing year is 2023. The filing reports 20,347 participants and $1,028,936,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advocate Aurora Health, Inc.
- EIN
- 82-4184596
- Plan number
- 003
- Plan type
- 2
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 20,347
- End-of-year plan assets
- $1,028,936,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,347 | H, C | 20241011145253NAL0022093681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,028,936,791
- Total liabilities (EOY)
- $2,752,000
- Net assets (EOY)
- $1,026,184,791
- Net assets (BOY)
- $982,081,000
Income & contributions
- Employer contributions
- $12,500,000
- Total contributions
- $12,500,000
- Total income / additions
- $102,543,392
Expenses & distributions
- Benefits paid
- $47,916,610
- Administrative expenses
- $10,522,991
- Total expenses
- $58,439,601
- Net increase / (decrease)
- $44,103,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $812,100 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $751,914 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $223,591 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $184,950 | not reported in the loaded dataset | 2023 |
| Highclere International Investors | NONE | $95,748 | not reported in the loaded dataset | 2023 |
| Cardinal Capital Management LLC | NONE | $49,455 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus Llp | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Profund Systems Inc | NONE | $28,470 | not reported in the loaded dataset | 2023 |
| Kiltearn Partners | NONE | $9,302 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management Inc | NONE | $9,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advocate Aurora Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Highclere International Investors — Schedule C compensation
- Cardinal Capital Management LLC — Schedule C compensation
- Mitchell & Titus Llp — Schedule C compensation
- Profund Systems Inc — Schedule C compensation
- Kiltearn Partners — Schedule C compensation
- Mercer Investment Management Inc — Schedule C compensation