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Sponsor portfolio

OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC.

EIN 39-0790565-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$23.2M assets
Welfare
2
$4.5M premiums
Participants
1,456
6205 MINERAL POINT ROAD - MADISON, WI 53705608-230-4619LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$23.2M - 806 part#508Mixed-$4.5M - 413 lives#501Self Funded-0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • M3 INSURANCE SOLUTIONS INC75%
  • UKG INC17%
  • GROUP INSURANCE SERVICES INC6%
  • GIS BENEFITS INC3%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $42K5 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

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

403b

Assets$23.2M
Participants806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

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

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$4.5M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN403b$23.2M8062025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. HEALTH AND WELFARE PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$4.5M4132025
501OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLANSelf Funded-$002024
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