Advocate Aurora Health Pension Plan
Sponsored by Advocate Aurora Health, Inc. · EIN 824184596 · Plan #003
- Total assets
- $966M
- Net assets
- $964M
- Active participants
- 10,238
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Investment Management Limited CRD 105922 | fuzzy_auto · 95% | 2024 |
| Highclere International Investors Llp CRD 140380 | deterministic · 100% | 2024 |
| Cardinal Capital Management, Inc. CRD 124729 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Plan administrator, Consulting (pension), Direct payment from the plan | $695,284 |
| Legal & General Investment | Investment management, Direct payment from the plan | $517,425 |
| Dodge & Cox | Investment management, Direct payment from the plan | $409,949 |
| Northern Trust Company | Trustee (institutional), Investment advisory (plan), Investment management | $164,446 |
| Morgan Stanley Investment Mgmt Ltd | Investment management, Direct payment from the plan | $143,049 |
| Aon Consulting | Actuarial, Investment advisory (plan), Investment management | $67,729 |
| Highclere International Investors | Investment management, Direct payment from the plan | $56,277 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $38,850 |
| Cardinal Capital Management Llc | Investment management, Direct payment from the plan | $23,379 |
| Acadian Asset Management, Llc | Investment management, Direct payment from the plan | $6,272 |
| Mercer Investment Management Inc | Investment management, Direct payment from the plan | $6,125 |