· 2022–2024 · DOL EFAST2

GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C. — GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C. CASH BALANCE PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250918093830NAL0000596307001

GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C.

Form 5500-SF

FILING_RECEIVED

GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C. CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C..

Plan sponsor

Name

GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C.

EIN

26-2228228

Address

PO BOX 070520 · MILWAUKEE, WI · 53207

Phone

(262) 240-0841

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

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

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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