Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Life$197K
- Short-term disability$197K
- Long-term disability$197K
- Other$197K
- +1 more
Sponsor portfolioTH
CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT
EIN 39-1796267Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$3.9M premiums
Participants
644
1345 DEMING WAY, SUITE 100 - MIDDLETON, WI 53562608-710-3300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 540 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HEMB INSURANCE GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN
401k
Assets$32.2M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTWELL MIDWEST WISCONSIN, LLC WELFARE BENEFIT PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$3.9M
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | 401k | $32.2M | 382 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTWELL MIDWEST WISCONSIN, LLC WELFARE BENEFIT PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $3.9M | 540 | 2025 |
Retirement plans
Welfare plans