Original filing (PDF)20251003133108NAL0001438177001

FROEDTERT THEDACARE HEALTH, INC.

Name: FROEDTERT THEDACARE HEALTH, INC. — FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES, Form 5500 (2024)
Creator: FROEDTERT THEDACARE HEALTH, INC.

Form 5500

FILING_RECEIVED

FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES

Defined-benefit pension plan

Signals · 1

7 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$52.9M

Net assets (EOY)

$52.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FROEDTERT THEDACARE HEALTH, INC..

Plan sponsor

Name

FROEDTERT THEDACARE HEALTH, INC.

EIN

39-2014409

Address

9200 WEST WISCONSIN AVENUE · MILWAUKEE, WI · 53226

Phone

(414) 805-3000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	NONE	$127K	—
ROBERT W. BAIRD & CO., INC.	39-6037917	—	NONE	$23K	—
DGHM	—	NEW YORK, NY	NONE	$21K	—
CLIFTONALLENLARSEN LLP	41-0746749	—	NONE	$19K	—