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Sponsor portfolioTH

MILWAUKEE CENTER FOR INDEPENDENCE, INC.

EIN 39-0806257-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$708K premiums
Participants
1,569
2020 W. WELLS STREET - MILWAUKEE, WI 532332720414-459-3086
Plans on this EIN
2 filings
#001403b-$24.8M - 981 part#502Mixed-$708K - 778 lives

Benefits portfolio analytics

1 plan / $708K premiums / 778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$485K
  • Long-term disability$187K
  • Other$179K
  • Life$169K
  • Short-term disability$169K
  • Vision$26K
Total $708K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITED HEALTHCARE INSURANCE COMPANY69%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA24%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • FEI BEHAVIORAL HEALTH1%
Total $708K5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • IMG3%
Total $5K2 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

MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN

403b

Assets$24.8M
Participants981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MILWAUKEE CENTER FOR INDEPENDENCE , INC. HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$708K
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN403b$24.8M9812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MILWAUKEE CENTER FOR INDEPENDENCE , INC. HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$708K7782024
Retirement plans
Welfare plans
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