Plan5500

Froedtert Health, Inc. 403(B) 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 Health, Inc. 403(B) Plan is a benefit plan reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,155 participants and $1,876,462,966 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
003
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
19,155
End-of-year plan assets
$1,876,462,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,155H, C20250624142845NAL0007353537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,876,462,966
Total liabilities (EOY)
$0
Net assets (EOY)
$1,876,462,966
Net assets (BOY)
$1,525,928,324

Income & contributions

Employer contributions
$63,193,159
Participant contributions
$106,741,963
Total contributions
$207,646,137
Total income / additions
$463,199,117

Expenses & distributions

Benefits paid
$113,260,343
Administrative expenses
$1,302,008
Total expenses
$115,087,918
Net increase / (decrease)
$348,111,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$1,302,008$02023
Veratis Advisors, Inc.ADVISOR$133,211not reported in the loaded dataset2023
Clifton Larson Allen LlpAUDITOR$15,750not reported in the loaded dataset2023

Related Form 5500 pages