Search public Form 5500 filings

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Companies

companyFroedtert Health, Inc.
EIN: 39-2014409Location: WIPlans: 7Latest: 2023

Plans

planFroedtert Health, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 003Participants: 19,155Assets: $1,876,462,966Location: Menomonee Falls, WILatest: 2023
planFroedtert Health, Inc. Master Retirement Plan TrustFinancial statement2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 202Participants: not reported in the loaded datasetAssets: $175,847,738Location: Milwaukee, WILatest: 2023
planFroedtert Health, Inc 401(A) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Froedtert Health, IncEIN: 39-2014409Plan: 002Participants: 2,937Assets: $124,176,895Location: Menomonee Falls, WILatest: 2023
planCommunity Memorial Hospital Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 013Participants: 772Assets: $120,264,581Location: Milwaukee, WILatest: 2023
planFroedtert Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift PlanFinancial statement2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 012Participants: 865Assets: $57,654,559Location: Menomonee Falls, WILatest: 2023
planFroedtert Hospital Retirement Plan For Certain Former Milwaukee County EmployeesFinancial statementProvider compensation2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 010Participants: 144Assets: $56,133,157Location: Milwaukee, WILatest: 2023
planFroedtert Health, Inc. Group Benefit Plan2023 filing
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 501Participants: 14,609Assets: not reported in the loaded datasetLocation: Milwaukee, WILatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — Froedtert Health, Inc 401(A) Retirement Plan
Sponsor: Froedtert Health, IncEIN: 39-2014409Plan: 002Ack ID: 20241009103910NAL0009113667001
filing2023 Form 5500 — Froedtert Health, Inc. 403(B) Plan
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 003Ack ID: 20250624142845NAL0007353537001
filing2023 Form 5500 — Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 010Ack ID: 20241014093559NAL0014709379001
filing2023 Form 5500 — Froedtert Memorial Lutheran Hospital/Froedtert Health 403(B) Thrift Plan
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 012Ack ID: 20241009104114NAL0032450736001
filing2023 Form 5500 — Community Memorial Hospital Retirement Plan
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 013Ack ID: 20241014093503NAL0026920465001
filing2023 Form 5500 — Froedtert Health, Inc. Master Retirement Plan Trust
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 202Ack ID: 20241011131250NAL0012521363001
filing2023 Form 5500 — Froedtert Health, Inc. Group Benefit Plan
Sponsor: Froedtert Health, Inc.EIN: 39-2014409Plan: 501Ack ID: 20240717114421NAL0002465955001

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