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Filings through Oct 24, 2026.

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University of Wisconsin Foundation

EIN 39-0743975-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$92.1M assets
Health & Benefits
1
$5.9M premiums
Participants
888
1848 UNIVERSITY AVENUE - MADISON, WI 53726608-263-4545supportuw.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filings
#003401(k)-$92.1M - 519 part#504Mixed-$5.9M - 646 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $5.9M premiums / 646 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Life$175K
  • Other$175K
  • Long-term disability$104K
  • Short-term disability$75K
  • +1 more
Total $5.9M7 rows
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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#003

UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN

401(k)

Assets$92.1M
Participants519
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$5.9M
Covered lives646
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN401(k)$92.1M5192025
  • UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN$92.1M
    #003 · 401(k) · 2025519

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$5.9M6462025
  • UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN$5.9M
    #504 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025646
Retirement plans
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