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Sponsor portfolioTH

ROGERS MEMORIAL HOSPITAL, INC.

EIN 39-1139101-Latest filing 2025
Plans
2
Retirement
1
$145.6M assets
Welfare
1
$2.9M premiums
Participants
6,434
34700 VALLEY ROAD - OCONOMOWOC, WI 53066262-646-4411
Plans on this EIN
2 filings
#002401k-$145.6M - 4,168 part#510Mixed-$2.9M - 2,266 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 2,266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Life$2.2M
  • Short-term disability$2.2M
  • Long-term disability$2.2M
  • Vision$183K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA84%
  • UNITED HEALTHCARE INSURANCE COMPANY9%
  • VISION SERVICE PLAN6%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • KME INSURANCE BROKERAGE, INC.9%
Total $64K2 slices

Plan deep-dives

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

ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN

401k

Assets$145.6M
Participants4,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ROGERS MEMORIAL HOSPITAL, INC HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.9M
Covered lives2,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN401k$145.6M4,1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ROGERS MEMORIAL HOSPITAL, INC HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.9M2,2662025
Retirement plans
Welfare plans
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