Advocate Aurora Health 401(K) Plan — Form 5500 plan (Advocate Aurora Health, Inc)
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 Aurora Health 401(K) Plan is a benefit plan reported by Advocate Aurora Health, Inc under EIN 82-4184596 and plan number 004. The latest loaded filing year is 2023. The filing reports 95,804 participants and $9,125,723,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advocate Aurora Health, Inc
- EIN
- 82-4184596
- Plan number
- 004
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 95,804
- End-of-year plan assets
- $9,125,723,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 95,804 | H, C | 20241011151414NAL0012676979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,125,723,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,125,723,544
- Net assets (BOY)
- $7,507,360,872
Income & contributions
- Employer contributions
- $327,974,541
- Participant contributions
- $512,994,935
- Total contributions
- $892,220,569
- Total income / additions
- $2,200,895,044
Expenses & distributions
- Benefits paid
- $575,378,977
- Administrative expenses
- $5,630,542
- Total expenses
- $582,532,372
- Net increase / (decrease)
- $1,618,362,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $3,587,605 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $2,196,479 | not reported in the loaded dataset | 2023 |
| Annex Advisory Services LLC | NONE | $38,094 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus Llp | NONE | $35,970 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | NONE | $28,481 | not reported in the loaded dataset | 2023 |
| Wfa Asset Management Corp | NONE | $23,790 | not reported in the loaded dataset | 2023 |
| Shakespeare Wealth Management | NONE | $20,690 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $13,881 | $0 | 2023 |
| Abound Wealth Management LLC | NONE | $13,162 | not reported in the loaded dataset | 2023 |
| Wisniewski Wealth Management | NONE | $13,107 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $11,700 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | NONE | $9,707 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $8,661 | not reported in the loaded dataset | 2023 |
| Mission Wealth Management Lp | NONE | $7,922 | not reported in the loaded dataset | 2023 |
| Forum Financial Management Lp | NONE | $6,322 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advocate Aurora Health, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Empower Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Annex Advisory Services LLC — Schedule C compensation
- Mitchell & Titus Llp — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Wfa Asset Management Corp — Schedule C compensation
- Shakespeare Wealth Management — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Wisniewski Wealth Management — Schedule C compensation
- Qdro Consultants — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Mission Wealth Management Lp — Schedule C compensation
- Forum Financial Management Lp — Schedule C compensation
- Mariner LLC — Schedule C compensation