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Sponsor portfolio

UNIVERSITY SCHOOL OF MILWAUKEE

EIN 39-6076442-education management-Latest filing 2025
Plans
2
Retirement
1
$85.4M assets
Welfare
1
$82K premiums
Participants
807
2100 WEST FAIRY CHASM RD - MILWAUKEE, WI 532171510414-540-3311usmk12.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$85.4M - 573 part#501Mixed-$82K - 234 lives

Benefits portfolio analytics

1 plan / $82K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$82K
  • Life$62K
  • Long-term disability$62K
Total $82K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY76%
  • UNITED HEALTHCARE INSURANCE COMPANY24%
Total $82K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $2K1 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

UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$85.4M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY SCHOOL OF MILWAUKEE WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$82K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN403b$85.4M5732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY SCHOOL OF MILWAUKEE WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$82K2342025
Retirement plans
Welfare plans
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