Retirement plan
ADVANCED HEALTHCARE PROFIT SHARING PLAN
ADVOCATE AURORA HEALTH, INC.EIN 82-4184596Plan #006PY 2019
3075 HIGHLAND PARKWAY - DOWNERS GROVE, IA 61515414-352-3100advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Prospect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
AMY SCHOENY
Signed 10/08/2020
Summary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-79.45%
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
-79.45%
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 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $97,542 |
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 codes2E2F2G2R2T3H
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.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 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.
- 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
$94K
- Other / not subdivided$94K100.0%
% 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
- CLIFTONLARSONALLEN LLP
- Auditor EIN
- 410746479
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer