Retirement plan

FROEDTERT HEALTH, INC. 403(B) PLAN

Name: FROEDTERT THEDACARE HEALTH, INC. - FROEDTERT HEALTH, INC. 403(B) PLAN (2024) Form 5500
Creator: FROEDTERT THEDACARE HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FROEDTERT HEALTH, INC. 403(B) PLAN, FROEDTERT THEDACARE HEALTH, INC.

FROEDTERT THEDACARE HEALTH, INC.EIN 39-2014409Plan #003PY 2024

400 WOODLAND PRIME, STE 302, N74 12501 LEATHERWOOD COURT - MENOMONEE FALLS, WI 53051414-777-1986

Other plans on this EIN

4 filings

#002Retirement-$125.8M assets #013Retirement-$117.1M assets #012Retirement-$57.8M assets #010Retirement-$52.9M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed April 7, 2017 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

W180 N8000 Town Hall Road

Menomonee Falls State: WI Zip Code: 53051

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (10)

Plan name not on file2 emp
Plan name not on file2 emp
Plan name not on file1 emp
Plan name not on file5 emp
Plan name not on file170 emp
+5 more

Total covered: 242 employees

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Total assets (EOY)

$2179.1M

+16.1% from 2023

Total participants

20,574

+4.3% from 2023

Average account balance

$114,526

+13.6% from 2023

Annual return

14.56%

-4.70 pp from 2023

Benchmarks

See 275 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort275 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.18B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$115K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

19,027

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$59

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070	Contract Administrator	$965,744
VERATIS INSTITUTIONAL ADVISORS, INC6 years Filed as: VERATIS ADVISORS, INC. Service code 27 · EIN 56-2274965	Advisory (Plan)	$148,520
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749	Accounting	$16,800

Plan features & details

Pension benefit codes2F2G2L2A2R2T3H2M3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$69 / participant

Investment mgmt$149K13.1%
Contract admin$966K85.4%
Other / not subdivided$17K1.5%

% of EOY assets

0.052%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: $16,800
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,526

$73,283+56.3%

$155,509-26.4%

$106,382+7.7%

Participation rate

90.5%

73.3%+17.2pp

78.2%+12.3pp

69.9%+20.6pp

Annual return

14.56%

15.77%-1.2pp

64.67%-50.1pp

17.37%-2.8pp

Employer contribution / active EE

$3,849

$2,247+71.3%

$4,672-17.6%

$3,364+14.4%

Participant deferral / active EE

$6,657

$4,580+45.4%

$5,626+18.3%

$5,569+19.6%

Admin fee / account holder

$59

$56+5.9%

$15,912-99.6%

$79-25.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION7 years

Service code 13 · EIN 35-1140070

Contract Administrator

$965,744

VERATIS INSTITUTIONAL ADVISORS, INC6 years

Filed as: VERATIS ADVISORS, INC.

Service code 27 · EIN 56-2274965

Advisory (Plan)

$148,520

CLIFTONLARSONALLEN LLP5 years

Filed as: CLIFTON LARSON ALLEN LLP

Service code 10 · EIN 41-0746749

Accounting

$16,800

FROEDTERT HEALTH, INC. 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (10)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FROEDTERT HEALTH, INC. 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (10)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion