2023 Form 5500 filing — Froedtert Health, Inc 401(A) Retirement 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 20241009103910NAL0009113667001) for Froedtert Health, Inc 401(A) Retirement Plan, reported by Froedtert Health, Inc under EIN 39-2014409 and plan number 002. It reports 2,937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009103910NAL0009113667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Froedtert Health, Inc
- EIN
- 39-2014409
- Plan number
- 002
- Location
- Menomonee Falls, WI
- Participants
- 2,937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,176,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,176,895
- Total income / additions
- $17,383,714
- Benefits paid
- $15,679,343
- Administrative expenses
- $133,294
- Total expenses
- $15,810,698
- Net increase / (decrease)
- $1,573,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $107,177 | $0 |
| Cliftonlarsonallen | AUDITOR | $15,750 | not reported in the loaded dataset |
| Veritas Advisors, Inc. | ADVISOR | $10,204 | not reported in the loaded dataset |