Froedtert Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift Plan — 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 Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift Plan is a benefit plan reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 012. The latest loaded filing year is 2023. The filing reports 865 participants and $57,654,559 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
- 012
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $57,654,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H | 20241009104114NAL0032450736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,654,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,654,559
- Net assets (BOY)
- $55,474,778
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,662,570
Expenses & distributions
- Benefits paid
- $4,059,346
- Administrative expenses
- $0
- Total expenses
- $4,059,346
- Net increase / (decrease)
- $4,603,224
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.