Retirement plan
CONDELL HEALTH NETWORK RETIREMENT PLAN
ADVOCATE AURORA HEALTH, INC.EIN 82-4184596Plan #010PY 2020
3075 HIGHLAND PARKWAY - DOWNERS GROVE, IL 605151206630-572-9393advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
3 filingsProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
RIA BELL
Signed 10/12/2021
Summary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-74.78%
+93.13 pp from 2020
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort13,248 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $22,218
0
Participation rate
0.0%
median 50.0%
0
Avg account balance
$0
median $123,137
0
Admin fee / account holder
$0
median $563
1
Annual return
-74.78%
median 8.79%
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 6 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $163,859 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $73,318 |
NORTHERN TRUST COMPANY2+ years Service code 27 · EIN 36-1561860 | Advisory (Plan) | $33,483 |
ADP, INC.2+ years Service code 14 · EIN 22-1467904 | Plan Administrator | $24,000 |
HERRONPALMER LLC1 year Service code 17 · EIN 46-5438594 | Pension Consulting | $18,427 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $16,500 |
Enrolled actuary
1 attachment
SB
STEPHANIE M.BOBBITT
AON CONSULTING, INC
Enrollment #2008514
5600 W 83RD STREET
SUITE 1100, 8200 TOWER
BLOOMINGTOM, MN 55437
(847) 442-0486
Signed 2021-08-26
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 codes1A1I3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 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
$461K
- Investment mgmt$3K0.7%
- Other / not subdivided$458K99.3%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 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
- MITCHELL & TITUS, LLP
- Auditor EIN
- 132781641
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer