2023 Form 5500 filing — Froedtert South, Inc. Employees' Pension 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 20250415091232NAL0001403795001) for Froedtert South, Inc. Employees' Pension Plan, reported by Froedtert South, Inc. under EIN 39-0816845 and plan number 001. It reports 2,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415091232NAL0001403795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Froedtert South, Inc.
- EIN
- 39-0816845
- Plan number
- 001
- Location
- Kenosha, WI
- Participants
- 2,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,179,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,179,998
- Total income / additions
- $7,158,103
- Benefits paid
- $11,146,636
- Administrative expenses
- $741,953
- Total expenses
- $11,888,589
- Net increase / (decrease)
- -$4,730,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $537,547 | not reported in the loaded dataset |
| Johnson Bank | NONE | $141,556 | $0 |
| Towers Watson Pennsylvania, Inc. | NONE | $40,271 | not reported in the loaded dataset |
| Mercer | NONE | $22,359 | not reported in the loaded dataset |