Advocate Aurora Health, Inc, Milwaukee, WI. EIN 82-4184596. Annual reports 2009–2024. Also filed as Aurora Health Care Ventures, Inc.; Advocate Aurora Health, Inc.; Bay Area Medical Center; Advocate Health Care Network.
Advocate Aurora Health, Inc has 2 active retirement plans on file. The largest is the Advocate Aurora Health 401(k) Plan, with 103,145 participants and $10.5 billion in assets in 2024. Empower has been its recordkeeper since 2020.
Earlier sponsor: Aurora Health Care, Inc. (2010–2018).
Earlier plan names: Aurora Health Care, Inc. Pension Plan.
Year by year, 2010 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
19,215
$964 million
not listed
2023
19,831
$1.0 billion
not listed
2022
20,347
$982 million
not listed
2021
20,589
$1.4 billion
ADP
2020
20,986
$1.4 billion
Oncourse Information Systems
2019
25,446
$1.6 billion
Oncourse Information Services
2018
26,035
$1.3 billion
not listed
2017
29,519
$1.5 billion
not listed
2016
30,118
$1.4 billion
not listed
2015
30,909
$1.3 billion
not listed
2014
35,192
$1.5 billion
Bmo Harris Bank
2013
38,744
$1.3 billion
Bmo Harris Bank
2012
40,798
$1.1 billion
not listed
2011
40,312
$888 million
Profund Systems
2010
39,228
$836 million
Profund Systems
Condell Health Network Retirement Plan
Pension (defined benefit), frozenMerged
Merged. In 2020 its assets moved to the Advocate Aurora Health Pension Plan, sponsored by Advocate Aurora Health, Inc (EIN 82-4184596, plan 003). Accounts moved with them, so that plan is the one to contact.
Advocate Aurora Health, Inc 3075 Highland Parkway Downers Drove, IL 60515 (630) 572-9393As filed for 2020
In effect since
June 20, 1987
Earlier sponsor: Aurora Health Care, Inc. (2009–2018).
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
not listed
2019
41,789
$3.6 billion
Transamerica
2018
39,892
$2.9 billion
Transamerica
2017
39,983
$3.0 billion
Transamerica
2016
37,787
$2.4 billion
Transamerica
2015
35,054
$2.0 billion
Transamerica
2014
28,414
$1.9 billion
Transamerica
2013
31,441
$1.6 billion
J.P. Morgan
2012
32,129
$1.2 billion
J.P. Morgan
2011
32,391
$1.0 billion
J.P. Morgan
2010
31,998
$964 million
J.P. Morgan
2009
30,486
$807 million
J.P. Morgan
Aurora Health Care Ventures, Inc. 401(k) Savings Plan
401(k)Merged
Merged. In 2019 its assets moved to the Advocate Health Care Network Retirement Savings Plan 401(k), sponsored by Advocate Aurora Health, Inc (EIN 82-4184596, plan 004). Accounts moved with them, so that plan is the one to contact.
Advocate Aurora Health, Inc. 3075 Highland Parkway Downers Grove, IL 60515 (630) 572-9393As filed for 2019
In effect since
January 1, 1985
Earlier sponsor: Aurora Health Care Ventures, Inc. (2009–2018).
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
Transamerica
2018
785
$52.0 million
Transamerica
2017
683
$57.3 million
Transamerica
2016
765
$51.9 million
Transamerica
2015
779
$46.9 million
Transamerica
2014
734
$47.1 million
Transamerica
2013
801
$44.2 million
J.P. Morgan
2012
870
$38.3 million
J.P. Morgan
2011
948
$35.9 million
J.P. Morgan
2010
1,089
$37.0 million
J.P. Morgan
2009
1,192
$36.9 million
J.P. Morgan
Bay Area Medical Center Retirement Plan
401(k)Merged
Merged. In 2019 its assets moved to the Advocate Health Care Network Retirement Savings Plan 401(k), sponsored by Advocate Aurora Health, Inc (EIN 82-4184596, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 82-4184596
Participants (2018)
831
Net assets (2018)
$50.1 million
Recordkeeper
FidelityEarlier: Empower (2014–2016), Prudential (2013), Interactive Retirement Systems (2009–2012)
Plan administrator
Bay Area Medical Center 3075 Highland Parkway Downers Grove, IL 60515 (630) 572-9393As filed for 2019
In effect since
October 1, 1985
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
Fidelity
2018
831
$50.1 million
Fidelity
2017
844
$53.1 million
Fidelity
2016
711
$44.7 million
Empower
2015
712
$42.1 million
Empower
2014
707
$41.3 million
Empower
2013
832
$40.7 million
Prudential
2012
893
$33.2 million
Interactive Retirement Systems
2011
950
$27.2 million
Interactive Retirement Systems
2010
874
$25.6 million
Interactive Retirement Systems
2009
859
$21.2 million
Interactive Retirement Systems
Advanced Healthcare Profit Sharing Plan
Profit-sharing planMerged
Merged. In 2019 its assets moved to the Advocate Health Care Network Retirement Savings Plan 401(k), sponsored by Advocate Aurora Health, Inc (EIN 82-4184596, plan 004). Accounts moved with them, so that plan is the one to contact.
Advocate Aurora Health, Inc. 3075 Highland Parkway Downers Grove, IA 61515 (414) 352-3100As filed for 2019
In effect since
January 1, 1974
Earlier sponsor: Aurora Advanced Healthcare, Inc. (2009–2018).
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
Fidelity
2018
1,293
$157 million
Fidelity
2017
1,346
$176 million
Fidelity
2016
1,288
$161 million
Fidelity
2015
1,366
$163 million
Fidelity
2014
1,490
$178 million
Fidelity
2013
1,620
$180 million
Fidelity
2012
1,734
$159 million
Fidelity
2011
1,851
$157 million
Fidelity
2010
1,966
$187 million
Fidelity
2009
2,106
$192 million
Fidelity
If you had money in one of these plans
Call Empower (empower.com), which runs the Advocate Aurora Health 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((630) 572-9393). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.