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Sponsor portfolio

WISCONSIN COMMUNITY SERVICES, INC.

EIN 39-0808464-alternative dispute resolution-Latest filing 2025
Plans
5
Retirement
2
$23.6M assets
Welfare
3
$4.1M premiums
Participants
2,258
3732 W WISCONSIN AVE, STE 320 - MILWAUKEE, WI 53208414-271-2512mehscharter.comLinkedIn201-500 employeesalternative dispute resolution
Plans on this EIN
5 filings
#002403b-$15.8M - 949 part#001TraditionalDB-$7.8M - 141 part#503Fully Insured-$4.0M - 485 lives#501Fully Insured-$68K - 443 lives#502Fully Insured-$55K - 443 lives

Retirement portfolio analytics

2 plans aggregated / $23.6M assets / 1,090 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • COMMUNITY SERVICES, INC. (#002)67%
  • COMMUNITY SERVICES, INC. (#001)33%
Total $23.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES, INC. (#002)949
  • COMMUNITY SERVICES, INC. (#001)141
Total 1,090Click row to drill in

Benefits portfolio analytics

3 plans / $4.1M premiums / 1,371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Long-term disability$68K
  • Life$55K
Total $4.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $4.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INFINITY BENEFIT SOLUTIONS INC100%
Total $131K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC.

403b

Assets$15.8M
Participants949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.

TraditionalDB

Assets$7.8M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CAFETERIA PLAN OF WISCONSIN COMMUNITY SERVICES INC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.0M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LONG TERM DISABILITY PLAN OF WISCONSIN COMMUNITY SERVICES INC

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$68K
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LIFE INSURANCE COMPANY OF WISCONSIN COMMUNITY SERVICES INC

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$55K
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC.403b$15.8M9492024
001DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC.TraditionalDB$7.8M1412025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CAFETERIA PLAN OF WISCONSIN COMMUNITY SERVICES INCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.0M4852024
501LONG TERM DISABILITY PLAN OF WISCONSIN COMMUNITY SERVICES INCFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$68K4432024
502GROUP LIFE INSURANCE COMPANY OF WISCONSIN COMMUNITY SERVICES INCFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$55K4432024
Retirement plans
Welfare plans
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