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ORTHOPAEDIC ASSOCIATES OF WISCONSIN

EIN 39-1101566-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$81.6M assets
Welfare
1
Participants
631
N15 W28300 GOLF RD - PEWAUKEE, WI 53072262-303-5009orthowisconsin.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$53.2M - 304 part#003CashBalance-$28.4M - 211 part#502Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $81.6M assets / 515 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • DEFINED BENEFIT PLAN (#003)35%
Total $81.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)304
  • DEFINED BENEFIT PLAN (#003)211
Total 515Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN

401k

Assets$53.2M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLAN

CashBalance

Assets$28.4M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORTHOPAEDIC ASSOCIATES OF WISCONSIN SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN401k$53.2M3042024
003ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. DEFINED BENEFIT PLANCashBalance$28.4M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORTHOPAEDIC ASSOCIATES OF WISCONSIN SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002025
Retirement plans
Welfare plans
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