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  2. FROEDTERT THEDACARE HEALTH, INC.
Sponsor portfolioTH

FROEDTERT THEDACARE HEALTH, INC.

EIN 39-2014409-Health Care and Social Assistance-Latest filing 2024
Plans
6
Retirement
5
$2.53B assets
Welfare
1
$17.5M premiums
Participants
39,226
400 WOODLAND PRIME, SUITE 302, N74 W12501 LEATHERWOOD COURT - MILWAUKEE, WI 53226414-777-1986
Plans on this EIN
6 filings
#003403b-$2.18B - 20,574 part#002OtherDC-$125.8M - 2,648 part#013TraditionalDB-$117.1M - 782 part#012403b-$57.8M - 712 part#010TraditionalDB-$52.9M - 138 part#501Mixed-$17.5M - 35,823 lives

Retirement portfolio analytics

5 plans aggregated / $2.53B assets / 24,854 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • HEALTH, INC. 403(B) (#003)86%
  • 401(A) RETIREMENT PLAN (#002)5%
  • HOSPITAL RETIREMENT PLAN (#013)5%
  • 403(B) THRIFT PLAN (#012)2%
  • MILWAUKEE COUNTY EMPLOYEES (#010)2%
Total $2.53BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH, INC. 403(B) (#003)20,574
  • 401(A) RETIREMENT PLAN (#002)2,648
  • HOSPITAL RETIREMENT PLAN (#013)782
  • 403(B) THRIFT PLAN (#012)712
  • MILWAUKEE COUNTY EMPLOYEES (#010)138
Total 24,854Click row to drill in

Benefits portfolio analytics

1 plan / $17.5M premiums / 35,823 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.5M
  • Short-term disability$15.7M
  • Life$15.7M
  • Long-term disability$15.7M
Total $17.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $17.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • WILLIS TOWERS WATSON US LLC51%
  • GALLAGHER BENEFIT SERVICES, INC.49%
Total $2.1M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FROEDTERT HEALTH, INC. 403(B) PLAN

403b

Assets$2.18B
Participants20,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

OtherDC

Assets$125.8M
Participants2,648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

TraditionalDB

Assets$117.1M
Participants782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

FROEDTERT MEMORIAL LUTHERAN HOSPITAL/FROEDTERT HEALTH 403(B) THRIFT PLAN

403b

Assets$57.8M
Participants712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES

TraditionalDB

Assets$52.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FROEDTERT HEALTH, INC. GROUP BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$17.5M
Covered lives35,823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003FROEDTERT HEALTH, INC. 403(B) PLAN403b$2.18B20,5742024
002FROEDTERT HEALTH, INC 401(A) RETIREMENT PLANOtherDC$125.8M2,6482024
013COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLANTraditionalDB$117.1M7822024
012FROEDTERT MEMORIAL LUTHERAN HOSPITAL/FROEDTERT HEALTH 403(B) THRIFT PLAN403b$57.8M7122024
010FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEESTraditionalDB$52.9M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FROEDTERT HEALTH, INC. GROUP BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$17.5M35,8232024
Retirement plans
Welfare plans
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