PlanOptica
Retirement plan

CONDELL HEALTH NETWORK RETIREMENT PLAN

ADVOCATE AURORA HEALTH, INC.EIN 82-4184596Plan #010PY 2019
Sign in to saveView 5500 PDF
3075 HIGHLAND PARKWAY - DOWNERS GROVE, IL 605151206630-572-9393advocateaurorahealth.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
6 filings
#004Retirement-$3.97B assets#002Retirement-$3.59B assets#003Retirement-$1.59B assets#001Retirement--#005Retirement--#006Retirement--
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(630) 572-9393
Plan administrator signer
AMY SCHOENY
Signed 10/08/2020
How to read this page

Summary metrics

Total assets (EOY)
$67.2M
No prior year
Total participants
1,226
No prior year
Average account balance
$0
No prior year
Annual return
18.35%
+93.13 pp from 2020

Benchmarks

See 225 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort225 peers
Snapshot2019
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$5,190
median $6,579
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,557,172
Admin fee / account holder
$0
median $8,714
Annual return
18.35%
median 16.27%
Overall peer rank
53rd 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 5 by compensation
ProviderService typeCompensation
WILLIS TOWERS WATSON US LLC1+ years
Service code 11 · EIN 53-0181291
Actuarial
$196,988
AON CONSULTING1+ years
Service code 27 · EIN 22-2232264
Advisory (Plan)
$98,652
NORTHERN TRUST COMPANY1+ years
Service code 27 · EIN 36-1561860
Advisory (Plan)
$28,614
ADP, INC.1+ years
Service code 14 · EIN 22-1467904
Plan Administrator
$22,000
MITCHELL & TITUS, LLP1+ years
Service code 10 · EIN 13-2781641
Accounting
$19,400

Enrolled actuary

1 attachment
SB

STEPHANIE M. BOBBITT

AON CONSULTING, INC
Enrollment #2008514
5600 W 83RD STREET
SUITE 1100, 8200 TOWER
BLOOMINGTON, MN 55437
(847) 442-0486
Signed 2020-08-28

Top hat statement on fileNQDC

Filed April 23, 2024 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
P.O. Box 32861
Charlotte, NC 28232
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

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

Open the filing PDF

Plan features & details

Pension benefit codes1A1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As 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.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$442K
$764 / participant
  • Investment mgmt$5K1.1%
  • Other / not subdivided$437K98.9%
% of EOY assets
0.657%
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