Advocate Rcm Holding Company, LLC 401(K) Savings Plan — Form 5500 plan (Advocate Rcm, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Advocate Rcm Holding Company, LLC 401(K) Savings Plan is a benefit plan reported by Advocate Rcm, LLC under EIN 31-1569197 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $17,713,496 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.7MPlan net assets, end of year$17,713,496
Participants380Covered participants reported
Assets / participant$46.6KComputed: assets ÷ participants$46,614 (computed)
Provider compensation$75.2K2 Schedule C provider row(s)$75,196
- Plan sponsor
- Advocate Rcm, LLC
- EIN
- 31-1569197
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20240816103820NAL0008233715001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.7M total assets
Net assets$17.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,713,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,713,496
- Net assets (BOY)
- $14,065,568
Income & contributions
- Employer contributions
- $687,342
- Participant contributions
- $1,236,472
- Total contributions
- $2,155,814
- Total income / additions
- $4,697,486
Expenses & distributions
- Benefits paid
- $973,289
- Administrative expenses
- $75,196
- Total expenses
- $1,049,558
- Net increase / (decrease)
- $3,647,928
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,273 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $30,923 | not reported in the loaded dataset | 2023 |