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Sponsor portfolio

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.

EIN 39-1824445-hospital & health care-Latest filing 2024
Plans
5
Retirement
2
$2.19B assets
Welfare
3
$64.0M premiums
Participants
16,655
7974 UW HEALTH CT - MIDDLETON, WI 53562608-821-4153LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
5 filings
#001OtherDC-$1.42B - 2,613 part#002401k-$767.7M - 5,133 part#506Mixed-$54.1M - 6,520 lives#501Fully Insured-$9.2M - 6,902 lives#502Fully Insured-$654K - 1,378 lives

Retirement portfolio analytics

2 plans aggregated / $2.19B assets / 7,746 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PHYSICIANS RETIREMENT PLAN (#001)65%
  • 401(K)/PROFIT SHARING PLAN (#002)35%
Total $2.19BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K)/PROFIT SHARING PLAN (#002)5,133
  • PHYSICIANS RETIREMENT PLAN (#001)2,613
Total 7,746Click row to drill in

Benefits portfolio analytics

3 plans / $64.0M premiums / 14,800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$54.0M
  • Prescription drug$54.0M
  • Other$9.6M
  • Life$9.2M
  • Long-term disability$8.8M
  • Short-term disability$8.5M
  • +1 more
Total $64.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION84%
  • HARTFORD LIFE AND ACCIDENT15%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY0%
  • VISION SERVICE PLAN0%
Total $64.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • VIZIENT INSURANCE SERVICES LLC63%
  • GALLAGHER BENEFIT SERVICES, INC.34%
  • MICHAEL C WALKER2%
  • BUCHHOLZ PLANNING CORPORATION1%
  • M3 INSURANCE SOLUTIONS INC0%
  • +3 more
Total $1.1M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN

OtherDC

Assets$1.42B
Participants2,613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN

401k

Assets$767.7M
Participants5,133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION CAFETERIA PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$54.1M
Covered lives6,520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. LIFE & DISABILITY INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$9.2M
Covered lives6,902
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UWMF FACULTY PHYSICIANS VEBA AND TRUST

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$654K
Covered lives1,378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLANOtherDC$1.42B2,6132024
002UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN401k$767.7M5,1332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
506UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION CAFETERIA PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$54.1M6,5202024
501UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. LIFE & DISABILITY INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$9.2M6,9022024
502UWMF FACULTY PHYSICIANS VEBA AND TRUSTFully InsuredHARTFORD LIFE AND ACCIDENT$654K1,3782024
Retirement plans
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