Froedtert South, Inc. Employees' Pension Plan — Form 5500 plan (Froedtert South, 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 South, Inc. Employees' Pension Plan is a benefit plan reported by Froedtert South, Inc. under EIN 39-0816845 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,528 participants and $236,179,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Froedtert South, Inc.
- EIN
- 39-0816845
- Plan number
- 001
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 2,528
- End-of-year plan assets
- $236,179,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,528 | H, C | 20250415091232NAL0001403795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,179,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,179,998
- Net assets (BOY)
- $240,910,484
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,158,103
Expenses & distributions
- Benefits paid
- $11,146,636
- Administrative expenses
- $741,953
- Total expenses
- $11,888,589
- Net increase / (decrease)
- -$4,730,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $537,547 | not reported in the loaded dataset | 2023 |
| Johnson Bank | NONE | $141,556 | $0 | 2023 |
| Towers Watson Pennsylvania, Inc. | NONE | $40,271 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $22,359 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Froedtert South, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Johnson Bank — Schedule C compensation
- Towers Watson Pennsylvania, Inc. — Schedule C compensation
- Mercer — Schedule C compensation