PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CATHOLIC CHARITIES, INC. DIOCESE OF MADISON
Sponsor portfolio

CATHOLIC CHARITIES, INC. DIOCESE OF MADISON

EIN 39-0807067-religious institutions-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.2M premiums
Participants
347
702 S HIGH POINT ROAD, SUITE 201 - MADISON, WI 53719608-826-8000LinkedIn201-500 employeesreligious institutions
Plans on this EIN
2 filings
#001403b-$8.6M - 225 part#501Fully Insured-$1.2M - 166 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$49K
  • Short-term disability$40K
  • Long-term disability$33K
  • Other$20K
  • Life$11K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA4%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • M3 INSURANCE SOLUTIONS INC99%
  • KRONOS SAASHR INC1%
Total $40K2 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

CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN

403b

Assets$8.6M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATHOLIC CHARITIES, INC., DIOCESE OF MADISON HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

Premiums$1.2M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN403b$8.6M2252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATHOLIC CHARITIES, INC., DIOCESE OF MADISON HEALTH AND WELFARE BENEFIT PLANFully InsuredGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN$1.2M1662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica