Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHILDREN'S WISCONSIN
EIN 39-1500074hospital & health careLatest filing 2024
Plans
6
Retirement
2
$1.04B assets
Welfare
4
$2.2M premiums
Participants
35,400
999 N 92ND STREET SUITE 210 - MILWAUKEE, WI 53226414-266-6600childrenswi.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $1.04B assets / 10,951 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $2.2M premiums / 11,751 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Long-term disability$678K
- Vision$453K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- HARTFORD LIFE AND ACCIDENT49%
- RELIANCE STANDARD LIFE INSURANCE COMPANY31%
- VISION SERVICE PLAN20%
Broker market share
Schedule A broker compensation
46%top
- CHILD HEALTH CORP OF AMERICA46%
- MARSH & MCLENNAN AGENCY LLC21%
- WILLIS TOWERS WATSON US LLC19%
- CHILD HEALTH CORPORATION OF AMERICA14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN
403b
Assets$1.01B
Participants10,723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)
401k
Assets$26.8M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHHS FLEXIBLE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.5M
Covered lives6,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CHHS LONG TERM DISABILITY PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$678K
Covered lives5,592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CHHS SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
CHHS EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN | 403b | $1.01B | 10,723 | 2024 | |
| 004 | CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) | 401k | $26.8M | 228 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHHS FLEXIBLE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.5M | 6,159 | 2024 | |
| 505 | CHHS LONG TERM DISABILITY PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $678K | 5,592 | 2024 | |
| 507 | CHHS SHORT TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 514 | CHHS EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans