Plan5500

Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees — Form 5500 plan (Froedtert Health, Inc.)

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 Hospital Retirement Plan For Certain Former Milwaukee County Employees is a benefit plan reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 010. The latest loaded filing year is 2023. The filing reports 144 participants and $56,133,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Froedtert Health, Inc.
EIN
39-2014409
Plan number
010
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
144
End-of-year plan assets
$56,133,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241014093559NAL0014709379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,133,157
Total liabilities (EOY)
$0
Net assets (EOY)
$56,133,157
Net assets (BOY)
$53,955,445

Income & contributions

Employer contributions
$190,000
Total contributions
$190,000
Total income / additions
$5,949,423

Expenses & distributions

Benefits paid
$3,381,964
Administrative expenses
$389,747
Total expenses
$3,771,711
Net increase / (decrease)
$2,177,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$245,199not reported in the loaded dataset2023
Robert W. Baird & Co., Inc.NONE$70,501not reported in the loaded dataset2023
DhgmNONE$23,703not reported in the loaded dataset2023
Bmo Financial GroupNONE$6,932not reported in the loaded dataset2023

Related Form 5500 pages