Assets by plan
Share of aggregate retirement assets
Filings through .
Wisconsin Institute of Urology, SC
EIN 27-2606014hospital & health careLatest filing 2025
Plans
3
Retirement
2
$13.2M assets
Health & Benefits
1
$70K premiums
Participants
122
1265 WEST AMERICAN DRIVE - NEENAH, WI 54956920-886-8979wisurology.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $13.2M assets / 122 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN
401(k)
Assets$11.5M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WISCONSIN INSTITUTE OF UROLOGY 401(K) PLAN FOR SEPARATE ACCOUNTS
401(k)
Assets$1.7M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
WISCONSIN INSTITUTE OF UROLOGY SC ANCILLARY BENEFITS
Fully insured - RELIANCE MATRIX
Premiums$70K
Covered lives102
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN | 401(k) | $11.5M | 118 | 2024 |
| #002 | WISCONSIN INSTITUTE OF UROLOGY 401(K) PLAN FOR SEPARATE ACCOUNTS | 401(k) | $1.7M | 4 | 2025 |
- #001 · 401(k) · 2024118
- #002 · 401(k) · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | WISCONSIN INSTITUTE OF UROLOGY SC ANCILLARY BENEFITS | Fully insured | RELIANCE MATRIX | $70K | 102 | 2025 |
- #504 · Fully insured · RELIANCE MATRIX · 2025102
Retirement plans
Health & Benefits plans