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  1. Companies/
  2. FROEDTERT SOUTH, INC.
Sponsor portfolioTH

FROEDTERT SOUTH, INC.

EIN 39-0816845-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$355.4M assets
Welfare
1
$932K premiums
Participants
8,740
6308 EIGHTH AVENUE - KENOSHA, WI 53143262-577-8113froedtertsouth.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#001TraditionalDB-$235.9M - 2,512 part#003403b-$89.2M - 2,606 part#004OtherDC-$30.2M - 2,313 part#506Mixed-$932K - 2,032 lives

Retirement portfolio analytics

3 plans aggregated / $355.4M assets / 7,431 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • INC. EMPLOYEES' PENSION (#001)66%
  • 403(B) RETIREMENT Savings (#003)25%
  • CONTRIBUTION RETIREMENT PLAN (#004)9%
Total $355.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#003)2,606
  • INC. EMPLOYEES' PENSION (#001)2,512
  • CONTRIBUTION RETIREMENT PLAN (#004)2,313
Total 7,431Click row to drill in

Benefits portfolio analytics

1 plan / $932K premiums / 2,032 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$820K
  • Other$820K
  • Long-term disability$790K
  • Short-term disability$129K
  • Vision$112K
Total $932K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA85%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $932K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • RSC INSURANCE BROKERAGE INC57%
  • ASSUREDPARTNERS33%
  • WATCHTOWER BENEFITS, LLC8%
  • EOI SERVICE COMPANY INC1%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • +1 more
Total $99K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FROEDTERT SOUTH, INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$235.9M
Participants2,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$89.2M
Participants2,606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

OtherDC

Assets$30.2M
Participants2,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

FROEDTERT SOUTH, INC.

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$932K
Covered lives2,032
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001FROEDTERT SOUTH, INC. EMPLOYEES' PENSION PLANTraditionalDB$235.9M2,5122025
003FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN403b$89.2M2,6062024
004FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLANOtherDC$30.2M2,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506FROEDTERT SOUTH, INC.MixedSUN LIFE ASSURANCE COMPANY OF CANADA$932K2,0322024
Retirement plans
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