Original filing (PDF)20250514121548NAL0042355218001

ADVOCATE LIFE & HEALTH LLC

Name: ADVOCATE LIFE & HEALTH LLC — ADVOCATE LIFE & HEALTH LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADVOCATE LIFE & HEALTH LLC

Form 5500-SF

FILING_RECEIVED

ADVOCATE LIFE & HEALTH LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVOCATE LIFE & HEALTH LLC.

Plan sponsor

Name

ADVOCATE LIFE & HEALTH LLC

EIN

27-0869094

Address

2 BRAMBACK AVENUE · SCARSDALE, NY · 105835238

Phone

(914) 723-7100

Industry