2023 Form 5500 filing — Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014093559NAL0014709379001) for Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees, reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 010. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093559NAL0014709379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Froedtert Health, Inc.
- EIN
- 39-2014409
- Plan number
- 010
- Location
- Milwaukee, WI
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,133,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,133,157
- Employer contributions
- $190,000
- Total income / additions
- $5,949,423
- Benefits paid
- $3,381,964
- Administrative expenses
- $389,747
- Total expenses
- $3,771,711
- Net increase / (decrease)
- $2,177,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $245,199 | not reported in the loaded dataset |
| Robert W. Baird & Co., Inc. | NONE | $70,501 | not reported in the loaded dataset |
| Dhgm | NONE | $23,703 | not reported in the loaded dataset |
| Bmo Financial Group | NONE | $6,932 | not reported in the loaded dataset |