Plan Snapshot
- Plan Sponsor: Advocate Aurora Health, INC.
- Sponsor EIN: 824184596
- Sponsor Address: 3075 HIGHLAND PARKWAY, DOWNERS GROVE, IL, 605151206
- Plan Type: DB
- Total Participants: 10,238
- Total Assets: $965.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,238 | $965.9M | $12.5M | $0 |
| 2023 | 10,936 | $1.0B | $12.5M | $0 |
| 2022 | 11,955 | $983.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $695,284 | — | $695,284 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $517,425 | — | $517,425 |
| DODGE & COX | Other Service Provider | $409,949 | — | $409,949 |
| NORTHERN TRUST COMPANY | Other Service Provider | $164,446 | — | $164,446 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Recordkeeper | $143,049 | — | $143,049 |
| AON CONSULTING | Recordkeeper | $67,729 | — | $67,729 |
| HIGHCLERE INTERNATIONAL INVESTORS | Other Service Provider | $56,277 | — | $56,277 |
| CLIFTONLARSONALLEN LLP | Auditor | $38,850 | — | $38,850 |
| CARDINAL CAPITAL MANAGEMENT LLC | Other Service Provider | $23,379 | — | $23,379 |
| ACADIAN ASSET MANAGEMENT, LLC | Other Service Provider | $6,272 | — | $6,272 |
| MERCER INVESTMENT MANAGEMENT INC | Other Service Provider | $6,125 | — | $6,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- MORGAN STANLEY INVESTMENT MGMT LTD — Recordkeeper
- AON CONSULTING — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,128,785
- Estimated Expense Ratio: 0.220% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,530,797 | $1,203,170 | — | — | — |
| 2023 | $10,522,991 | $944,088 | $31,000 | — | — |
| 2022 | $5,478,000 | $888,844 | $3,988 | — | $1,271,908 |