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Sponsor portfolio

WISCONSIN INSTITUTE OF UROLOGY, S.C.

EIN 27-2606014-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$20.8M assets
Welfare
1
$70K premiums
Participants
122
1265 AMERICAN DR. - NEENAH, WI 54956920-886-7142wisurology.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$11.5M - 118 part#002401k-$9.3M - 4 part#504Fully Insured-$70K - 102 lives

Retirement portfolio analytics

2 plans aggregated / $20.8M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • FOR SEPARATE ACCOUNTS (#002)45%
Total $20.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)118
  • FOR SEPARATE ACCOUNTS (#002)4
Total 122Click row to drill in

Benefits portfolio analytics

1 plan / $70K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$33K
  • Long-term disability$28K
  • Life$9K
  • Other$9K
Total $70K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $70K1 slice

Broker market share

Schedule A broker compensation

Split broker
98%top
  • M3 INSURANCE SOLUTIONS INC98%
  • MGIS2%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN

401k

Assets$11.5M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WISCONSIN INSTITUTE OF UROLOGY 401(K) PLAN FOR SEPARATE ACCOUNTS

401k

Assets$9.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WISCONSIN INSTITUTE OF UROLOGY SC ANCILLARY BENEFITS

Fully Insured - RELIANCE MATRIX

Premiums$70K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN401k$11.5M1182024
002WISCONSIN INSTITUTE OF UROLOGY 401(K) PLAN FOR SEPARATE ACCOUNTS401k$9.3M42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WISCONSIN INSTITUTE OF UROLOGY SC ANCILLARY BENEFITSFully InsuredRELIANCE MATRIX$70K1022025
Retirement plans
Welfare plans
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