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Sponsor portfolioTH

WISCONSIN ALUMNI RESEARCH FOUNDATION

EIN 39-0833612-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$48.5M assets
Welfare
1
$4.6M premiums
Participants
296
614 WALNUT STREET, 13TH FLOOR - MADISON, WI 53726608-960-9895warf.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001TraditionalDB-$48.5M - 176 part#501Mixed-$4.6M - 587 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 587 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Other$71K
  • Life$62K
  • Long-term disability$28K
  • Vision$21K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
  • EMPATHIA, INC.0%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • M3 INSURANCE SOLUTIONS INC97%
  • WATCHTOWER BENEFITS, LLC3%
Total $58K2 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

WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN

TraditionalDB

Assets$48.5M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WISCONSIN ALUMNI RESEARCH FOUNDATION WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$4.6M
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLANTraditionalDB$48.5M1762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WISCONSIN ALUMNI RESEARCH FOUNDATION WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$4.6M5872025
Retirement plans
Welfare plans
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