Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILWAUKEE HEALTH SERVICES
EIN 39-1664109hospital & health careLatest filing 2025
Plans
5
Retirement
4
$4.4M assets
Welfare
1
$244K premiums
Participants
414
8200 W SILVER SPRING DR - MILWAUKEE, WI 53218414-372-8080mhsi.orgLinkedIn1-10 employeeshospital & health care
Retirement portfolio analytics
4 plans aggregated / $4.4M assets / 253 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $244K premiums / 161 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- CARE-PLUS DENTAL PLANS, INC.9%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR MEDICAL PROFESSIONALS, EXECUTIVE MANAGEMENT, FINANCE STAFF, AND DENTAL AND PHARMA
403b
Assets$1.8M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR EIP PERSONNEL, PHYSICIAN ASSISTANTS, AND COMMUNITY SUPPORT AND OUTREACH
403b
Assets$1.2M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MILWAUKEE HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN FOR NURSES, MIDDLE MANAGEMENT, AND MEDICAL ASSISTANTS
403b
Assets$916K
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MILWAUKEE HEALTH SERVICES, INC.403(B) RETIREMENT PLAN FOR RADIOLOGY, MEDICAL INFORMATION, WIC, AND OTHER STAFF
403b
Assets$368K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$244K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $244K | 161 | 2025 |
Retirement plans
Welfare plans