Community Memorial Hospital Retirement 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, Community Memorial Hospital Retirement Plan is a benefit plan reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 013. The latest loaded filing year is 2023. The filing reports 772 participants and $120,264,581 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
- 013
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $120,264,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20241014093503NAL0026920465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,264,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,264,581
- Net assets (BOY)
- $110,714,703
Income & contributions
- Employer contributions
- $360,000
- Total contributions
- $360,000
- Total income / additions
- $15,411,479
Expenses & distributions
- Benefits paid
- $5,375,088
- Administrative expenses
- $486,513
- Total expenses
- $5,861,601
- Net increase / (decrease)
- $9,549,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co., Incorporated | NONE | $132,557 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $71,592 | not reported in the loaded dataset | 2023 |
| Dghm | NONE | $48,481 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $20,376 | not reported in the loaded dataset | 2023 |
| Bmo Financial Group | NONE | $11,111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Froedtert Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Robert W. Baird & Co., Incorporated — Schedule C compensation
- Mercer — Schedule C compensation
- Dghm — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Bmo Financial Group — Schedule C compensation