2023 Form 5500 filing — Froedtert Health, Inc. 403(B) 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 20250624142845NAL0007353537001) for Froedtert Health, Inc. 403(B) Plan, reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 003. It reports 19,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624142845NAL0007353537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Froedtert Health, Inc.
- EIN
- 39-2014409
- Plan number
- 003
- Location
- Menomonee Falls, WI
- Participants
- 19,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,876,462,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,876,462,966
- Employer contributions
- $63,193,159
- Participant contributions
- $106,741,963
- Total income / additions
- $463,199,117
- Benefits paid
- $113,260,343
- Administrative expenses
- $1,302,008
- Total expenses
- $115,087,918
- Net increase / (decrease)
- $348,111,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $1,302,008 | $0 |
| Veratis Advisors, Inc. | ADVISOR | $133,211 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | AUDITOR | $15,750 | not reported in the loaded dataset |