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Sponsor portfolio

ORTHOPAEDIC CENTERS OF WISCONSIN, S.C.

EIN 39-1975482-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$40.6M assets
Welfare
1
$171K premiums
Participants
345
3901 STEWART AVENUE - WAUSAU, WI 54401715-907-0900
Plans on this EIN
2 filings
#001401k-$40.6M - 179 part#501Mixed-$171K - 157 lives

Benefits portfolio analytics

1 plan / $171K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
  • Vision$14K
Total $171K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Total $171K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $14K1 slice

Plan deep-dives

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

ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN

401k

Assets$40.6M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$171K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN401k$40.6M1792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$171K1572025
Retirement plans
Welfare plans
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