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Plan Name | FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES |
Plan identification number | 010 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | FROEDTERT HEALTH, INC. |
Employer identification number (EIN): | 392014409 |
Additional information about FROEDTERT HEALTH, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2020-07-06 |
Company Identification Number: | 0803673425 |
Legal Registered Office Address: |
9200 W WISCONSIN AVE MILWAUKEE United States of America (USA) 53226 |
More information about FROEDTERT HEALTH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
010 | 2022-01-01 | ||||
010 | 2021-01-01 | ||||
010 | 2020-01-01 | ||||
010 | 2019-01-01 | ||||
010 | 2018-01-01 | ||||
010 | 2017-01-01 | JEFF VAN DE KREEKE | |||
010 | 2016-01-01 | JEFF VAN DE KREEKE | |||
010 | 2015-01-01 | JEFF VAN DE KREEKE | |||
010 | 2014-01-01 | JEFF VAN DE KREEKE |
Measure | Date | Value |
---|---|---|
2022: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 76,898,314 |
Acturial value of plan assets | 2022-12-31 | 74,649,394 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 41,902,432 |
Number of terminated vested participants | 2022-12-31 | 21 |
Fundng target for terminated vested participants | 2022-12-31 | 3,656,908 |
Active participant vested funding target | 2022-12-31 | 7,355,925 |
Number of active participants | 2022-12-31 | 22 |
Total funding liabilities for active participants | 2022-12-31 | 7,481,816 |
Total participant count | 2022-12-31 | 146 |
Total funding target for all participants | 2022-12-31 | 53,041,156 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 2,095,891 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 2,095,891 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 2,177,002 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 451,058 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 19 |
Total of all active and inactive participants | 2022-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 77,222,519 |
Acturial value of plan assets | 2021-12-31 | 69,510,783 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 40,107,304 |
Number of terminated vested participants | 2021-12-31 | 21 |
Fundng target for terminated vested participants | 2021-12-31 | 4,107,260 |
Active participant vested funding target | 2021-12-31 | 8,848,907 |
Number of active participants | 2021-12-31 | 30 |
Total funding liabilities for active participants | 2021-12-31 | 8,964,569 |
Total participant count | 2021-12-31 | 158 |
Total funding target for all participants | 2021-12-31 | 53,179,133 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,830,952 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 1,830,952 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 2,095,891 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 660,235 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 8 |
Total participants | 2021-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 77,089,539 |
Acturial value of plan assets | 2020-12-31 | 71,607,651 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 46,159,770 |
Number of terminated vested participants | 2020-12-31 | 20 |
Fundng target for terminated vested participants | 2020-12-31 | 3,269,500 |
Active participant vested funding target | 2020-12-31 | 8,214,877 |
Number of active participants | 2020-12-31 | 32 |
Total funding liabilities for active participants | 2020-12-31 | 8,335,434 |
Total participant count | 2020-12-31 | 236 |
Total funding target for all participants | 2020-12-31 | 57,764,704 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,482,672 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 1,482,672 |
Present value of excess contributions | 2020-12-31 | 1,185,385 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,250,107 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 1,830,952 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 627,821 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
Total of all active and inactive participants | 2020-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 64,693,800 |
Acturial value of plan assets | 2019-12-31 | 66,714,408 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 44,667,445 |
Number of terminated vested participants | 2019-12-31 | 22 |
Fundng target for terminated vested participants | 2019-12-31 | 3,073,885 |
Active participant vested funding target | 2019-12-31 | 9,211,561 |
Number of active participants | 2019-12-31 | 35 |
Total funding liabilities for active participants | 2019-12-31 | 9,355,843 |
Total participant count | 2019-12-31 | 238 |
Total funding target for all participants | 2019-12-31 | 57,097,173 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,525,540 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 1,525,540 |
Present value of excess contributions | 2019-12-31 | 1,340,527 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,416,267 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,482,672 |
Total employer contributions | 2019-12-31 | 1,292,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,185,386 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 809,279 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,185,386 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 171 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 12 |
Total participants | 2019-01-01 | 234 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 68,146,985 |
Acturial value of plan assets | 2018-12-31 | 64,340,918 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 40,471,951 |
Number of terminated vested participants | 2018-12-31 | 26 |
Fundng target for terminated vested participants | 2018-12-31 | 3,145,253 |
Active participant vested funding target | 2018-12-31 | 10,160,946 |
Number of active participants | 2018-12-31 | 43 |
Total funding liabilities for active participants | 2018-12-31 | 10,273,005 |
Total participant count | 2018-12-31 | 238 |
Total funding target for all participants | 2018-12-31 | 53,890,209 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,323,564 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,323,564 |
Present value of excess contributions | 2018-12-31 | 3,214,693 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 3,402,431 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,525,540 |
Total employer contributions | 2018-12-31 | 1,460,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,340,527 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 902,657 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,340,527 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 170 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 59,070,138 |
Acturial value of plan assets | 2017-12-31 | 59,600,946 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 37,517,207 |
Number of terminated vested participants | 2017-12-31 | 31 |
Fundng target for terminated vested participants | 2017-12-31 | 2,873,882 |
Active participant vested funding target | 2017-12-31 | 9,545,879 |
Number of active participants | 2017-12-31 | 45 |
Total funding liabilities for active participants | 2017-12-31 | 9,719,283 |
Total participant count | 2017-12-31 | 239 |
Total funding target for all participants | 2017-12-31 | 50,110,372 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,215,171 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 1,215,171 |
Present value of excess contributions | 2017-12-31 | 127,809 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 135,516 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,323,564 |
Total employer contributions | 2017-12-31 | 3,525,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 3,214,693 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,113,431 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 3,214,693 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 158 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 24 |
Total of all active and inactive participants | 2017-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 57,228,640 |
Acturial value of plan assets | 2016-12-31 | 60,186,295 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 33,036,812 |
Number of terminated vested participants | 2016-12-31 | 38 |
Fundng target for terminated vested participants | 2016-12-31 | 4,508,939 |
Active participant vested funding target | 2016-12-31 | 9,932,578 |
Number of active participants | 2016-12-31 | 52 |
Total funding liabilities for active participants | 2016-12-31 | 10,093,959 |
Total participant count | 2016-12-31 | 239 |
Total funding target for all participants | 2016-12-31 | 47,639,710 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,226,826 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,226,826 |
Present value of excess contributions | 2016-12-31 | 2,394,498 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,543,675 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,215,171 |
Total employer contributions | 2016-12-31 | 140,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 127,809 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 970,016 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 127,809 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 153 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 29 |
Total of all active and inactive participants | 2016-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 140 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 37 |
Total of all active and inactive participants | 2015-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 123 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 43 |
Total of all active and inactive participants | 2014-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-19,522,536 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,420,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,184,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $53,955,445 |
Value of total assets at beginning of year | 2022-12-31 | $76,898,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $235,965 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $108,113 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $12,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-22,942,869 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $53,955,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $76,898,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $107,452 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $53,955,445 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $76,898,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,184,368 |
Contract administrator fees | 2022-12-31 | $7,728 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,063,439 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,387,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,101,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $76,898,314 |
Value of total assets at beginning of year | 2021-12-31 | $77,222,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $286,172 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $153,824 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $27,898 |
Administrative expenses (other) incurred | 2021-12-31 | $13,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-324,205 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $76,898,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $77,222,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $109,941 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $76,898,314 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $77,222,519 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,073,574 |
Contract administrator fees | 2021-12-31 | $8,991 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,264,946 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,173,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,764,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $77,222,519 |
Value of total assets at beginning of year | 2020-12-31 | $77,131,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $409,072 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $257,467 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other income not declared elsewhere | 2020-12-31 | $24,073 |
Administrative expenses (other) incurred | 2020-12-31 | $19,422 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $91,087 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $77,222,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $77,131,432 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $122,981 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $77,222,519 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $75,839,432 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $6,724,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,292,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,040,369 |
Contract administrator fees | 2020-12-31 | $9,202 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $16,100,055 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,706,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,255,952 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,292,000 |
Value of total assets at end of year | 2019-12-31 | $77,131,432 |
Value of total assets at end of year | 2019-12-31 | $77,131,432 |
Value of total assets at beginning of year | 2019-12-31 | $64,737,532 |
Value of total assets at beginning of year | 2019-12-31 | $64,737,532 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $450,203 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $178,997 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $108,314 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,393,900 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $77,131,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $64,737,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $64,737,532 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $153,352 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $75,839,432 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $75,839,432 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $63,277,532 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $63,277,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,292,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,292,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,292,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,460,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,460,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,255,952 |
Contract administrator fees | 2019-12-31 | $9,540 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-176,371 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,355,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,017,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,460,000 |
Value of total assets at end of year | 2018-12-31 | $64,737,532 |
Value of total assets at beginning of year | 2018-12-31 | $68,269,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $337,802 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $132,848 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $17,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,532,021 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $64,737,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $68,269,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $176,896 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $63,277,532 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $64,744,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,460,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,460,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,525,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,017,848 |
Contract administrator fees | 2018-12-31 | $10,668 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $12,437,441 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,242,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,867,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,525,000 |
Value of total assets at end of year | 2017-12-31 | $68,269,553 |
Value of total assets at beginning of year | 2017-12-31 | $59,074,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $375,392 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $150,434 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $67,522 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,194,931 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $68,269,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $59,074,622 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $145,554 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $64,744,553 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $58,934,622 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,525,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,525,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $140,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,867,118 |
Contract administrator fees | 2017-12-31 | $11,882 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHENCK |
Accountancy firm EIN | 2017-12-31 | 391173131 |
2016 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,221,622 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,401,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,011,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $140,000 |
Value of total assets at end of year | 2016-12-31 | $59,074,622 |
Value of total assets at beginning of year | 2016-12-31 | $57,254,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $389,897 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $200,660 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $24,164 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,820,173 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $59,074,622 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $57,254,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $157,111 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $58,934,622 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $56,178,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $140,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $140,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,076,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,011,552 |
Contract administrator fees | 2016-12-31 | $7,962 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHENCK |
Accountancy firm EIN | 2016-12-31 | 391173131 |
2015 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,147,639 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,734,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,403,587 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,528,000 |
Value of total assets at end of year | 2015-12-31 | $57,254,449 |
Value of total assets at beginning of year | 2015-12-31 | $57,840,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $330,423 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $142,909 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $13,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-586,371 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $57,254,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $57,840,820 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $162,987 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $56,178,449 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $56,977,820 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,528,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,076,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $863,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,403,587 |
Contract administrator fees | 2015-12-31 | $11,018 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHENCK |
Accountancy firm EIN | 2015-12-31 | 391173131 |
2014 : FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,736,318 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,395,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,051,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,452,000 |
Value of total assets at end of year | 2014-12-31 | $57,840,820 |
Value of total assets at beginning of year | 2014-12-31 | $53,499,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $343,911 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $167,169 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $11,613 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,340,854 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $57,840,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $53,499,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $154,640 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $56,977,820 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $52,707,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,452,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $863,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $792,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,051,553 |
Contract administrator fees | 2014-12-31 | $10,489 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHENCK |
Accountancy firm EIN | 2014-12-31 | 391173131 |
2022: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |