PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MORGRIDGE INSTITUTE FOR RESEARCH, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-8325570

MORGRIDGE INSTITUTE FOR RESEARCH, INC.

330 N ORCHARD ST. · MADISON, WI 53715
6083164516
Plans filed
1
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
308
No prior year
Total participants
167
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
MORGRIDGE INSTITUTE FOR RESEARCH, INC. WRAP PLAN
Mixed308 covered·4 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$2.3M94.2%
Other$55K2.3%
Life$45K1.8%
Long-term disability$31K1.3%
Vision$11K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
Rx
$2.3M96.0%11308
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$83K3.5%15138
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$11K0.5%1260
EMPATHIA, INC.
EIN 391567366
Oth
$3K0.1%11135

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIUNITED OF OMAHA LIFE INSURANCE COMPANY, QUARTZ HEALTH BENEFIT PLANS CORPORATION, WYSSTA INSURANCE COMPANY INC., WYSSTA INSURANCE COMPANY$31K$3K$34K93.2%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K6.8%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica