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Form 5500 · Employee benefit plan · MENOMONEE FALLS, WI

FROEDTERT THEDACARE HEALTH, INC.

Public Form 5500 records show how FROEDTERT THEDACARE HEALTH, INC. (MENOMONEE FALLS, WI) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-2014409 · plan 012 · as of Jul 2026

Participants
797
Carriers on file
4
Disclosed commissions
$17,156
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY117December$17,156
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY289December$0
TIAA-CREF306December$0
TIAA-CREF111December$0

Questions

Who is FROEDTERT THEDACARE HEALTH, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, FROEDTERT THEDACARE HEALTH, INC.'s broker of record is LPL FINANCIAL CORPORATION.

What insurance carrier does FROEDTERT THEDACARE HEALTH, INC. use?

FROEDTERT THEDACARE HEALTH, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does FROEDTERT THEDACARE HEALTH, INC.'s group plan renew?

The most recent Schedule A policy period for FROEDTERT THEDACARE HEALTH, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FROEDTERT THEDACARE HEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.