Assets by plan
Share of aggregate retirement assets
Filings through .
Orthopaedic Associates of Wisconsin, S.C.
EIN 39-1101566hospital & health careLatest filing 2025
Plans
4
Retirement
2
$82.9M assets
Health & Benefits
2
$1.5M premiums
Participants
830
N15 W28300 GOLF ROAD - PEWAUKEE, WI 530724800262-303-5013orthowisconsin.comLinkedIn51-200 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $82.9M assets / 527 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 298 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Other$67K
- Life$23K
- Long-term disability$23K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN
401(k)
Assets$53.8M
Participants308
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN
Cash balance
Assets$29.2M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ORTHOPAEDIC ASSOCIATES OF WISCONSIN S. C. HEALTH AND WELFARE BENEFIT
Mixed - BLUE CROSS & BLUE SHIELD OF WISCONSIN
Premiums$1.5M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ORTHOPAEDIC ASSOCIATES OF WISCONSIN SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN | 401(k) | $53.8M | 308 | 2025 |
| #003 | ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN | Cash balance | $29.2M | 219 | 2025 |
- #001 · 401(k) · 2025308
- #003 · Cash balance · 2025219
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ORTHOPAEDIC ASSOCIATES OF WISCONSIN S. C. HEALTH AND WELFARE BENEFIT | Mixed | BLUE CROSS & BLUE SHIELD OF WISCONSIN | $1.5M | 298 | 2025 |
| #502 | ORTHOPAEDIC ASSOCIATES OF WISCONSIN SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Unknown | - | $0 | 0 | 2025 |
- #501 · Mixed · BLUE CROSS & BLUE SHIELD OF WISCONSIN · 2025298
- #502 · Unknown · 20250
Retirement plans
Health & Benefits plans