Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ADVOCATE AURORA HEALTH, INC.
EIN 82-4184596hospital & health careLatest filing 2024
Plans
3
Retirement
2
$11.45B assets
Welfare
1
$32.2M premiums
Participants
207,488
3075 HIGHLAND PARKWAY - DOWNERS GROVE, IL 605151206630-572-9393advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.45B assets / 122,360 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- GREAT-WEST LIFE & ANNUITY INSURANCE92%
- (Not disclosed)8%
Participants by plan
Active + retired + deferred vested
- AURORA HEALTH 401(K) (#004)103,145
Benefits portfolio analytics
1 plan / $32.2M premiums / 92,812 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$23.9M
- Long-term disability$7.9M
- Vision$7.3M
Carrier market share
Premium dollars by Schedule A carrier
32%top
- RELIASTAR LIFE INSURANCE COMPANY32%
- EYEMED VISION CARE23%
- HARTFORD LIFE AND ACCIDENT22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- TRUSTMARK INSURANCE COMPANY6%
- +2 more
Broker market share
Schedule A broker compensation
74%top
- WILLIS TOWERS WATSON US LLC74%
- HINRICHS, GREG, I7%
- LOCKTON COMPANIES, LLC4%
- J MANNING AND ASSOCIATES4%
- RICHARDSON, DANIEL, WARD3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
ADVOCATE AURORA HEALTH 401(K) PLAN
401k
Assets$10.49B
Participants103,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADVOCATE AURORA HEALTH PENSION PLAN
TraditionalDB
Assets$965.9M
Participants19,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVOCATE AURORA HEALTH WELFARE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$32.2M
Covered lives92,812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ADVOCATE AURORA HEALTH 401(K) PLAN | 401k | $10.49B | 103,145 | 2024 | |
| 003 | ADVOCATE AURORA HEALTH PENSION PLAN | TraditionalDB | $965.9M | 19,215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVOCATE AURORA HEALTH WELFARE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $32.2M | 92,812 | 2024 |
Retirement plans
Welfare plans