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  2. Oconomowoc Residential Programs, Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Oconomowoc Residential Programs, Inc

EIN 39-1510207-medical practice-Latest filing 2025
Plans
3
Retirement
2
$138.7M assets
Health & Benefits
1
$1.5M premiums
Participants
5,530
1746 EXECUTIVE DRIVE - OCONOMOWOC, WI 53066262-567-2013LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#002ESOP-$93.1M - 2,235 part#001401(k)-$45.6M - 1,978 part#501Mixed-$1.5M - 1,289 lives

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

Retirement portfolio analytics

2 plans aggregated / $138.7M assets / 4,213 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$93.1M
  • MYPATH401(K) RETIREMENT PLAN (#001)$45.6M
Total $138.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$93.1M
  • NEWPORT GROUP, INC.$45.6M
Total $138.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)2,235
  • MYPATH401(K) RETIREMENT PLAN (#001)1,978
Total 4,213Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$478K
  • Dental$401K
  • Other$366K
  • Life$166K
  • Long-term disability$121K
  • Vision$106K
Total $1.5M6 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

MYPATH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$93.1M
Participants2,235
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MYPATH401(K) RETIREMENT PLAN

401(k)

Assets$45.6M
Participants1,978
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MYPATH EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,289
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MYPATH EMPLOYEE STOCK OWNERSHIP PLANESOP$93.1M2,2352025
#001MYPATH401(K) RETIREMENT PLAN401(k)$45.6M1,9782025
  • MYPATH EMPLOYEE STOCK OWNERSHIP PLAN$93.1M
    #002 · ESOP · 20252,235
  • MYPATH401(K) RETIREMENT PLAN$45.6M
    #001 · 401(k) · 20251,978

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MYPATH EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.5M1,2892025
  • MYPATH EMPLOYEE BENEFIT PLAN$1.5M
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,289
Retirement plans
Health & Benefits plans

On this page

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