Retirement plan
AURORA HEALTH CARE, INC. INCENTIVE SAVINGS PLAN
ADVOCATE AURORA HEALTH, INCEIN 82-4184596Plan #002PY 2021
3075 HIGHLAND PARKWAY - DOWNERS DROVE, IL 60515630-572-9393advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filingsProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
RIA BELL
Signed 12/07/2021
Summary metrics
Total assets (EOY)
$0
+986157.4% from 2020
Total participants
0
+522262.5% from 2020
Average account balance
$0
+118.8% from 2020
Annual return
-0.18%
+81.45 pp from 2020
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort103,166 peers
Snapshot2021
0
Participant deferral / active EE
$0
median $5,339
0
Employer contribution / active EE
$0
median $2,842
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $102,243
0
Admin fee / account holder
$0
median $764
4
Annual return
-0.18%
median 13.54%
Overall peer rank
4of 100
4th percentileavg across 6 metrics
Analytics
2019 - 2021
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$45K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
8
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Not enough data
2 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$318.54M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-0.18%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 years with F_SCH_H allocation on file
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
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 codes2E2G3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 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.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
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
$366K
- Other / not subdivided$366K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -