Retirement plan
BAY AREA MEDICAL CENTER RETIREMENT PLAN
BAY AREA MEDICAL CENTEREIN 82-4184596Plan #001PY 2019
3075 HIGHLAND PARKWAY - DOWNERS GROVE, IL 60515630-572-9393advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Prospect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
RIA BELL
Signed 05/28/2021
Summary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-91.54%
No prior year
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort104,293 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $4,981
0
Employer contribution / active EE
$0
median $2,841
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $99,501
0
Admin fee / account holder
$0
median $725
1
Annual return
-91.54%
median 19.44%
Overall peer rank
1of 100
1st percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,539 |
Service code 16 · EIN 26-4310632 | Consulting | $68,750 |
Top hat statement on fileNQDC
Filed April 23, 2024 (most recent of 4 filings on file)
Plan administrator
Plans declared (2)
- Advocate Health, Inc. Supplemental Executive Retirement Plan22 emp
- Advocate Health, Inc. Chief Executive Officer Supplemental Executive Retirement Plan1 emp
Total covered: 23 employees
Plan features & details
Pension benefit codes2E2F2G2J2K2T3D
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3DPre-approved pension planA master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
3 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
- InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.
Expense breakdown
Schedule H Part II
Admin total
$148K
- Other / not subdivided$148K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- WIPFLI LLP
- Auditor EIN
- 390758449
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer