Froedtert Health, Inc. Master Retirement Plan Trust — 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. Master Retirement Plan Trust is a benefit plan reported by Froedtert Health, Inc. under EIN 39-2014409 and plan number 202. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $175,847,738 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
202
Plan type
4
Location
Milwaukee, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$175,847,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241011131250NAL0012521363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$175,847,738
Total liabilities (EOY)
$0
Net assets (EOY)
$175,847,738
Net assets (BOY)
$160,402,148

Income & contributions

Total contributions
$0
Total income / additions
$20,810,902

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$20,810,902

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages