Froedtert Health, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Froedtert Health, Inc (EIN 39-2014409) is a plan sponsor located in Menomonee Falls, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-2014409
- Location
- Menomonee Falls, WI
- Loaded plans
- 7
- Total reported participants
- 38,482
- Total reported plan assets (EOY)
- $2,410,539,896
- Plans with financial data
- 6
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Froedtert Health, Inc. 403(B) Plan | 003 | 19,155 | $1,876,462,966 | 2023 |
| Froedtert Health, Inc. Master Retirement Plan Trust | 202 | not reported in the loaded dataset | $175,847,738 | 2023 |
| Froedtert Health, Inc 401(A) Retirement Plan | 002 | 2,937 | $124,176,895 | 2023 |
| Community Memorial Hospital Retirement Plan | 013 | 772 | $120,264,581 | 2023 |
| Froedtert Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift Plan | 012 | 865 | $57,654,559 | 2023 |
| Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees | 010 | 144 | $56,133,157 | 2023 |
| Froedtert Health, Inc. Group Benefit Plan | 501 | 14,609 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Froedtert Health, Inc. Group Benefit Plan | 14,609 | — | 20240717114421NAL0002465955001 |
| 2023 | Froedtert Health, Inc 401(A) Retirement Plan | 2,937 | H, C | 20241009103910NAL0009113667001 |
| 2023 | Froedtert Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift Plan | 865 | H | 20241009104114NAL0032450736001 |
| 2023 | Froedtert Health, Inc. Master Retirement Plan Trust | not reported in the loaded dataset | H | 20241011131250NAL0012521363001 |
| 2023 | Community Memorial Hospital Retirement Plan | 772 | H, C | 20241014093503NAL0026920465001 |
| 2023 | Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees | 144 | H, C | 20241014093559NAL0014709379001 |
| 2023 | Froedtert Health, Inc. 403(B) Plan | 19,155 | H, C | 20250624142845NAL0007353537001 |