PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Milwaukee Health Services, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Milwaukee Health Services, Inc.

EIN 39-1664109-hospital & health care-Latest filing 2025
Plans
5
Retirement
4
$5.0M assets
Health & Benefits
1
$244K premiums
Participants
416
2555 N DR. MARTIN LUTHER KING JR. D - MILWAUKEE, WI 53212414-372-8080mhsi.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
5 filings
#003403(b)-$2.2M - 83 part#004403(b)-$1.2M - 54 part#002403(b)-$1.1M - 73 part#005403(b)-$497K - 45 part#501Mixed-$244K - 161 lives

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

Retirement portfolio analytics

4 plans aggregated / $5.0M assets / 255 participants

Assets by plan

Share of aggregate retirement assets

  • DENTAL AND PHARMA (#003)$2.2M
  • SUPPORT AND OUTREACH (#004)$1.2M
  • AND MEDICAL ASSISTANTS (#002)$1.1M
  • AND OTHER STAFF (#005)$497K
Total $5.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DENTAL AND PHARMA (#003)83
  • AND MEDICAL ASSISTANTS (#002)73
  • SUPPORT AND OUTREACH (#004)54
  • AND OTHER STAFF (#005)45
Total 255Select a row to open it

Benefits portfolio analytics

1 plan / $244K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$223K
  • Life$223K
  • Short-term disability$223K
  • Long-term disability$223K
  • Other$223K
  • Dental$21K
Total $244K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR MEDICAL PROFESSIONALS, EXECUTIVE MANAGEMENT, FINANCE STAFF, AND DENTAL AND PHARMA

403(b)

Assets$2.2M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR EIP PERSONNEL, PHYSICIAN ASSISTANTS, AND COMMUNITY SUPPORT AND OUTREACH

403(b)

Assets$1.2M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR NURSES, MIDDLE MANAGEMENT, AND MEDICAL ASSISTANTS

403(b)

Assets$1.1M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

MILWAUKEE HEALTH SERVICES, INC.403(B) RETIREMENT PLAN FOR RADIOLOGY, MEDICAL INFORMATION, WIC, AND OTHER STAFF

403(b)

Assets$497K
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$244K
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR MEDICAL PROFESSIONALS, EXECUTIVE MANAGEMENT, FINANCE STAFF, AND DENTAL AND PHARMA403(b)$2.2M832025
#004MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR EIP PERSONNEL, PHYSICIAN ASSISTANTS, AND COMMUNITY SUPPORT AND OUTREACH403(b)$1.2M542025
#002MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR NURSES, MIDDLE MANAGEMENT, AND MEDICAL ASSISTANTS403(b)$1.1M732025
#005MILWAUKEE HEALTH SERVICES, INC.403(B) RETIREMENT PLAN FOR RADIOLOGY, MEDICAL INFORMATION, WIC, AND OTHER STAFF403(b)$497K452025
  • MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR MEDICAL PROFESSIONALS, EXECUTIVE MANAGEMENT, FINANCE STAFF, AND DENTAL AND PHARMA$2.2M
    #003 · 403(b) · 202583
  • MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR EIP PERSONNEL, PHYSICIAN ASSISTANTS, AND COMMUNITY SUPPORT AND OUTREACH$1.2M
    #004 · 403(b) · 202554
  • MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR NURSES, MIDDLE MANAGEMENT, AND MEDICAL ASSISTANTS$1.1M
    #002 · 403(b) · 202573
  • MILWAUKEE HEALTH SERVICES, INC.403(B) RETIREMENT PLAN FOR RADIOLOGY, MEDICAL INFORMATION, WIC, AND OTHER STAFF$497K
    #005 · 403(b) · 202545

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$244K1612025
  • MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN$244K
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025161
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica