PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Oakwood Village University Woods Homes, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Oakwood Village University Woods Homes, Inc.

EIN 39-0790565-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$23.2M assets
Health & Benefits
2
$4.5M premiums
Participants
1,463
6205 MINERAL POINT ROAD - MADISON, WI 53705608-230-4619LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001403(b)-$23.2M - 806 part#508Mixed-$4.5M - 413 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $4.5M premiums / 413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$4.2M
  • Other$161K
  • Long-term disability$88K
  • Short-term disability$75K
  • Life$73K
  • Vision$33K
Total $4.5M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN

403(b)

Assets$23.2M
Participants806
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. HEALTH AND WELFARE PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$4.5M
Covered lives413
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN403(b)$23.2M8062025
  • OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN$23.2M
    #001 · 403(b) · 2025806

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. HEALTH AND WELFARE PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$4.5M4132025
#501OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLANSelf-funded-$002025
  • OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. HEALTH AND WELFARE PLAN$4.5M
    #508 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025413
  • OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica