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ADVOCATE CARE MANAGEMENT INC — ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250617155330NAL0001005475001
ADVOCATE CARE MANAGEMENT INC
Form 5500-SF
FILING_RECEIVED
ADVOCATE CARE MANAGEMENT INC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
51
Accounts w/ balance
—
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVOCATE CARE MANAGEMENT INC
.
Find decision makers
Plan sponsor
Name
ADVOCATE CARE MANAGEMENT INC
EIN
83-1754105
Address
3140 JUANIPERO WAY STE 102 · MEDFORD, OR · 97504
Phone
(541) 608-2868
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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$8.6B
