Original filing (PDF)20251007135542NAL0004863377001

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

Name: ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC — ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

Form 5500

FILING_RECEIVED

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 2

57% employer stockNo recordkeeper disclosed

Active participants

156

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

How this plan invests

This plan

66 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC.

Plan sponsor

Name

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

EIN

26-1132759

Address

2223 LIME KILN ROAD · GREEN BAY, WI · 54311

Phone

(920) 965-9520

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BOYUM BARENSCHEER, PLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY DOMESTIC HOLDINGS	20-8764829	PURCHASE, NY	—	$8K	—

Investments

66 direct securities· $1.9M(61% of reported assets)

Common Stock

$1.2M

46 holdings

U.S. Treasuries

$440K

8 holdings

Other securities

$240K

11 holdings

Cash / Money Market

$100K

1 holding

					% of plan
Morgan Stanley Bank NA MONEY MARKET	Cash / Money Market	—	$100K	$100K	3.2%
US Treasury Note - Rate 4.750% US TREASURY NOTE	U.S. Treasuries	—	$55K	$56K	1.8%
US Treasury Note - Rate 4.875% US TREASURY NOTE	U.S. Treasuries	—	$55K	$56K	1.8%
US Treasury Note - Rate 3.875% US TREASURY NOTE	U.S. Treasuries	—	$54K	$55K	1.8%
US Treasury Note - Rate 4.250% US TREASURY NOTE	U.S. Treasuries	—	$55K	$55K	1.7%
US Treaury Note - Rate 4.125% US TREASURY NOTE	U.S. Treasuries	—	$54K	$55K	1.7%
US Treasury Note - Rate 5.00% US TREASURY NOTE	U.S. Treasuries	—	$54K	$55K	1.7%
US Treasury Note - Rate 5.00% US TREASURY NOTE	U.S. Treasuries	—	$53K	$54K	1.7%
US Treasury Note - Rate 4.625% US TREASURY NOTE	U.S. Treasuries	—	$53K	$54K	1.7%
Sempra CORPORATE BOND	Other securities	—	$39K	$40K	1.3%
Goldman Sachs Group Inc CORPORATE BOND	Common Stock	—	$38K	$40K	1.3%
Bank Of America Corp CORPORATE BOND	Common Stock	—	$40K	$39K	1.2%
Wells Fargo & Co CORPORATE BOND	Common Stock	—	$38K	$39K	1.2%
Hca Inc CORPORATE BOND	Common Stock	—	$39K	$38K	1.2%
National Rural Utilities Coop CORPORATE BOND	Other securities	—	$30K	$31K	1.0%
John Deere Capital Corp CORPORATE BOND	Common Stock	—	$30K	$30K	1.0%
Toyota Motor Credit Corp CORPORATE BOND	Common Stock	—	$30K	$30K	1.0%
Jpmorgan Chase & Co Fxd CORPORATE BOND	Common Stock	—	$26K	$27K	0.9%
Vmware Inc CORPORATE BOND	Common Stock	—	$26K	$27K	0.8%
Crown Castle Inc CORPORATE BOND	Common Stock	—	$25K	$27K	0.8%
Citigroup Inc CORPORATE BOND	Common Stock	—	$26K	$26K	0.8%
Realty Income Corp CORPORATE BOND	Common Stock	—	$26K	$26K	0.8%
Boeing Co CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Epr Properties CORPORATE BOND	Other securities	—	$24K	$26K	0.8%
Prudential Financial Inc CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Southwest Airlines Co CORPORATE BOND	Common Stock	—	$26K	$26K	0.8%
First-Citizens Bank & Trust CORPORATE BOND	Other securities	—	$26K	$26K	0.8%
Viatris Inc CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Jpmorgan Chase & Co CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Edison International CORPORATE BOND	Other securities	—	$26K	$26K	0.8%
Micron Technology Inc CORPORATE BOND	Common Stock	—	$26K	$26K	0.8%
Capital One Financial Corp CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Florida Power & Light Co CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Rtx Corp CORPORATE BOND	Common Stock	—	$26K	$26K	0.8%
Jpmorgan Chase & Co CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Bank Of America Corp CORPORATE BOND	Common Stock	—	$25K	$26K	0.8%
Duke Energy Corp CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
T-Mobile Usa Inc CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Goldman Sachs Group Inc CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
American Express Co CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Kimco Realty Op LLC CORPORATE BOND	Common Stock	—	$24K	$25K	0.8%
Us Bancorp CORPORATE BOND	Common Stock	—	$24K	$25K	0.8%
Bristol-Myers Squibb Co CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Bank Of America Corp CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Verizon Communications Inc CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Dell International LLC/Emc Cor CORPORATE BOND	Common Stock	—	$26K	$25K	0.8%
State Street Corp CORPORATE BOND	Common Stock	—	$25K	$25K	0.8%
Bank Of America Corp Fxd CORPORATE BOND	Common Stock	—	$25K	$24K	0.8%
Goldman Sachs Group Inc CORPORATE BOND	Common Stock	—	$24K	$24K	0.8%
Wells Fargo & Co CORPORATE BOND	Common Stock	—	$24K	$24K	0.8%