2023 Form 5500 filing — Froedtert South, Inc. 401(A) Defined Contribution Retirement Plan
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 20241015115037NAL0014528867005) for Froedtert South, Inc. 401(A) Defined Contribution Retirement Plan, reported by Froedtert South, Inc. under EIN 39-0816845 and plan number 004. It reports 2,565 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115037NAL0014528867005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Froedtert South, Inc.
- EIN
- 39-0816845
- Plan number
- 004
- Location
- Kenosha, WI
- Participants
- 2,565
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,734,738
- Total liabilities (EOY)
- $1,388
- Net assets (EOY)
- $23,733,350
- Employer contributions
- $4,613,451
- Total income / additions
- $7,942,720
- Benefits paid
- $963,070
- Administrative expenses
- $38,852
- Total expenses
- $1,001,922
- Net increase / (decrease)
- $6,940,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $37,735 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $350 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |