PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Milwaukee Center for Independence, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Milwaukee Center for Independence, Inc.

EIN 39-0806257-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$29.2M assets
Health & Benefits
1
$38K premiums
Participants
1,597
2020 W. WELLS STREET - MILWAUKEE, WI 53233414-937-2020
Plans on this EIN
2 filings
#001403(b)-$29.2M - 980 part#502Mixed-$38K - 778 lives

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

Benefits portfolio analytics

1 plan / $38K premiums / 778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$29K
  • Other$9K
Total $38K2 rows
See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

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

Retirement#001

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

403(b)

Assets$29.2M
Participants980
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MILWAUKEE CENTER FOR INDEPENDENCE, INC. HEALTH AND WELFARE PLAN

Mixed - WYSSTA INSURANCE COMPANY INC

Premiums$38K
Covered lives778
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN403(b)$29.2M9802025
  • MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN$29.2M
    #001 · 403(b) · 2025980

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MILWAUKEE CENTER FOR INDEPENDENCE, INC. HEALTH AND WELFARE PLANMixedWYSSTA INSURANCE COMPANY INC$38K7782025
  • MILWAUKEE CENTER FOR INDEPENDENCE, INC. HEALTH AND WELFARE PLAN$38K
    #502 · Mixed · WYSSTA INSURANCE COMPANY INC · 2025778
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