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
Sponsor portfolioTH
UNIVERSITY OF WISCONSIN FOUNDATION
EIN 39-0743975philanthropyLatest filing 2025
Plans
2
Retirement
1
$72.7M assets
Welfare
1
$5.9M premiums
Participants
869
1848 UNIVERSITY AVENUE - MADISON, WI 53726608-263-4545supportuw.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 646 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- SUPERIOR DENTAL CARE0%
Broker market share
Schedule A broker compensation
94%top
- M3 INSURANCE SOLUTIONS INC94%
- WATCHTOWER BENEFITS, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN
401k
Assets$72.7M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$5.9M
Covered lives646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN | 401k | $72.7M | 500 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $5.9M | 646 | 2025 |
Retirement plans
Welfare plans