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  2. MARQUARDT MEMORIAL MANOR, INC
Sponsor portfolioTH

MARQUARDT MEMORIAL MANOR, INC

EIN 39-1126946-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$17.8M assets
Welfare
2
$10.1M premiums
Participants
1,927
1020 HILL ST - WATERTOWN, WI 530983016920-261-0400LinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$17.8M - 1,122 part#502Mixed-$5.8M - 795 lives#501Mixed-$4.3M - 991 lives

Benefits portfolio analytics

2 plans / $10.1M premiums / 1,786 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.1M
  • Life$977K
  • Short-term disability$977K
  • Long-term disability$977K
  • Other$977K
  • Vision$37K
Total $10.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • DEAN HEALTH PLAN INC20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $10.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
  • ASSUREX GLOBAL CORPORATION0%
Total $227K2 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

MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN

401k

Assets$17.8M
Participants1,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ILLUMINUS EMPLOYEE HEALTH CARE PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$5.8M
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MARQUARDT MEMORIAL MANOR, INC WELFARE BENEFIT PLAN

Mixed - DEAN HEALTH PLAN INC.

Premiums$4.3M
Covered lives991
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN401k$17.8M1,1222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ILLUMINUS EMPLOYEE HEALTH CARE PLANMixedBLUE CROSS & BLUE SHIELD OF WISCONSIN$5.8M7952025
501MARQUARDT MEMORIAL MANOR, INC WELFARE BENEFIT PLANMixedDEAN HEALTH PLAN INC.$4.3M9912025
Retirement plans
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