Plain-English plan 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 401(A) Retirement Plan is a benefit plan reported by Froedtert Health, Inc under EIN 39-2014409 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,937 participants and $124,176,895 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,176,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,176,895
- Net assets (BOY)
- $122,603,879
Income & contributions
- Total contributions
- $0
- Total income / additions
- $17,383,714
Expenses & distributions
- Benefits paid
- $15,679,343
- Administrative expenses
- $133,294
- Total expenses
- $15,810,698
- Net increase / (decrease)
- $1,573,016