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  2. Rogers Memorial Hospital, Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Rogers Memorial Hospital, Inc

EIN 39-1139101-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$170.7M assets
Health & Benefits
1
$2.9M premiums
Participants
6,264
34700 VALLEY ROAD - OCONOMOWOC, WI 53066262-646-4411
Plans on this EIN
3 filings
#002401(k)-$169.3M - 3,938 part#003401(k)-$1.5M - 60 part#510Mixed-$2.9M - 2,266 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $170.7M assets / 3,998 participants

Assets by plan

Share of aggregate retirement assets

  • HOSPITAL, INC. 401(K) (#002)$169.3M
  • CBA MEMBER PLAN (#003)$1.5M
Total $170.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HOSPITAL, INC. 401(K) (#002)3,938
  • CBA MEMBER PLAN (#003)60
Total 3,998Select a row to open it

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
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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#002

ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN

401(k)

Assets$169.3M
Participants3,938
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

ROGERS MEMORIAL HOSPITAL, INC. 401(K) CBA MEMBER PLAN

401(k)

Assets$1.5M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

ROGERS MEMORIAL HOSPITAL, INC HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.9M
Covered lives2,266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN401(k)$169.3M3,9382025
#003ROGERS MEMORIAL HOSPITAL, INC. 401(K) CBA MEMBER PLAN401(k)$1.5M602025
  • ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN$169.3M
    #002 · 401(k) · 20253,938
  • ROGERS MEMORIAL HOSPITAL, INC. 401(K) CBA MEMBER PLAN$1.5M
    #003 · 401(k) · 202560

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510ROGERS MEMORIAL HOSPITAL, INC HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.9M2,2662025
  • ROGERS MEMORIAL HOSPITAL, INC HEALTH AND WELFARE PLAN$2.9M
    #510 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20252,266
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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