Froedtert South pension plans

Froedtert South, Inc., Kenosha, WI. EIN 39-0816845. Annual reports 2009–2024. Also filed as United Hospital System, Inc.; United Hosital System, Inc.

Froedtert South, Inc. has 3 active retirement plans on file. The largest is the Froedtert South, Inc. Matched 403(b) Retirement Savings Plan, with 2,606 participants and $89.2 million in assets in 2024. Transamerica has been its recordkeeper since 2012.

Active plans: 3
Participants: 7,431
Plan assets: $355 million
401(k) recordkeeper: Transamerica
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 39-0816845
Participants (2024): 2,606
Net assets (2024): $89.2 million
Recordkeeper: Transamerica2012–2024
Plan administrator: Froedtert South, Inc.
6308 Eighth Avenue
Kenosha, WI 53143
(262) 656-2143As filed for 2024
In effect since: January 1, 2012

Plans merged into this one: Froedtert South, Inc. Voluntary 403(b) Retirement Savings Plan (2020).

Earlier sponsor: United Hospital System, Inc. (2012–2016).

Earlier plan names: United Hospital System, Inc. Matched 403(b) Retirement Savings Plan.

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,606	$89.2 million	Transamerica
2023	2,302	$76.9 million	Transamerica
2022	2,646	$61.0 million	Transamerica
2021	2,298	$69.6 million	Transamerica
2020	2,302	$57.7 million	Transamerica
2019	1,655	$15.6 million	Transamerica
2018	1,536	$10.5 million	Transamerica
2017	1,305	$9.0 million	Transamerica
2016	1,261	$6.3 million	Transamerica
2015	1,157	$4.2 million	Transamerica
2014	802	$2.7 million	Transamerica
2013	613	$1.7 million	Transamerica
2012	437	$548,299	Transamerica

Froedtert South, Inc. Employees' Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 39-0816845
Participants (2024): 2,512
Net assets (2024): $236 million
Last listed administrator: Mercer2009
Plan administrator: Froedtert South, Inc.
6308 Eighth Avenue
Kenosha, WI 53143
(262) 577-8113As filed for 2024
In effect since: July 1, 1961

Earlier sponsors: United Hospital System, Inc. (2009–2016); United Hosital System, Inc. (2010).

Earlier plan names: United Hospital System, Inc. Employees' Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,512	$236 million	not listed
2023	2,526	$236 million	not listed
2022	2,528	$241 million	not listed
2021	2,536	$253 million	not listed
2020	2,561	$280 million	not listed
2019	2,584	$301 million	not listed
2018	2,589	$276 million	not listed
2017	2,624	$262 million	not listed
2016	2,668	$235 million	not listed
2015	2,709	$203 million	not listed
2014	2,750	$187 million	not listed
2013	2,813	$174 million	not listed
2012	2,882	$137 million	not listed
2011	2,901	$111 million	not listed
2010	2,814	$116 million	not listed
2009	2,702	$87.2 million	Mercer

Froedtert South, Inc. 401(A) Defined Contribution Retirement Plan

Defined contribution planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 39-0816845
Participants (2024): 2,313
Net assets (2024): $30.2 million
Recordkeeper: Transamerica2012–2024
Plan administrator: Froedtert South, Inc.
6308 Eighth Avenue
Kenosha, WI 53143
(262) 656-2143As filed for 2024
In effect since: July 1, 2012

Earlier sponsor: United Hospital System, Inc. (2012–2016).

Earlier plan names: United Hospital System, Inc. 401(A) Defined Contribution Retirement Plan.

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,313	$30.2 million	Transamerica
2023	2,203	$23.7 million	Transamerica
2022	2,559	$16.8 million	Transamerica
2021	2,230	$16.0 million	Transamerica
2020	2,213	$11.0 million	Transamerica
2019	1,784	$6.3 million	Transamerica
2018	1,524	$4.2 million	Transamerica
2017	564	$3.5 million	Transamerica
2016	769	$2.4 million	Transamerica
2015	635	$1.6 million	Transamerica
2014	429	$1.1 million	Transamerica
2013	359	$665,052	Transamerica
2012	277	$189,575	Transamerica

Froedtert South, Inc. Voluntary 403(b) Retirement Savings Plan

403(b)Merged

Merged. In 2020 its assets moved to the Froedtert South, Inc. Matched 403(b) Retirement Savings Plan, sponsored by Froedtert South, Inc. (EIN 39-0816845, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 39-0816845
Participants (2019): 920
Net assets (2019): $31.9 million
Recordkeeper: Transamerica2012–2020
Plan administrator: Froedtert South, Inc.
6308 Eighth Avenue
Kenosha, WI 53143
(262) 656-2143As filed for 2020
In effect since: January 1, 2012

Earlier sponsor: United Hospital System, Inc. (2012–2016).

Earlier plan names: United Hospital System, Inc. Voluntary 403(b) Retirement Savings Plan.

Year by year, 2012 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	Transamerica
2019	920	$31.9 million	Transamerica
2018	1,019	$24.6 million	Transamerica
2017	1,326	$24.6 million	Transamerica
2016	1,261	$18.7 million	Transamerica
2015	1,527	$14.6 million	Transamerica
2014	1,445	$11.9 million	Transamerica
2013	1,586	$7.3 million	Transamerica
2012	2,026	$3.4 million	Transamerica

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Froedtert South, Inc. Matched 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((262) 656-2143). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Froedtert South, Inc. Matched 403(b) Retirement Savings Plan

Froedtert South, Inc. Employees' Pension Plan

Froedtert South, Inc. 401(A) Defined Contribution Retirement Plan

Froedtert South, Inc. Voluntary 403(b) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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