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Sponsor portfolio

MORELAND OB-GYN ASSOCIATES, S.C.

EIN 39-1225223-medical practice-Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$4K premiums
Participants
129
1111 DELAFIELD STREET, SUITE 311 - WAUKESHA, WI 531883407262-544-4411morelandobgyn.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$20.4M - 129 part#501Fully Insured-$4K - 105 lives

Benefits portfolio analytics

1 plan / $4K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4K
  • Other$4K
Total $4K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $4K1 slice

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GIS BENEFITS INC54%
  • WISCONSIN INSURANCE BROKERAGE LLC46%
Total $4272 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

MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k

Assets$20.4M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORELAND OB-GYN GROUP LIFE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$4K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST401k$20.4M1292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORELAND OB-GYN GROUP LIFE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$4K1052025
Retirement plans
Welfare plans
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