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Sponsor portfolioWelfare / HealthEIN 39-0790565

OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC.

6165 MINERAL POINT ROAD · MADISON, WI 53705
6082304530
Plans filed
8
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
413
No prior year
Total participants
418
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #508$4.5M
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. HEALTH AND WELFARE PLAN
Mixed413 covered·3 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION
Plan #502$3.7M
OAKWOOD LUTHERAN SENIOR MINISTRIES HEALTH PLAN
Fully insured564 covered·1 carrier
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION
Plan #505$183K
OAKWOOD LUTHERAN SENIOR MINISTRIES DENTAL PLAN
Fully insured263 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #503$57K
OAKWOOD LUTHERAN SENIOR MINISTRIES GROUP LIFE INS PLAN
Fully insured437 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #506$54K
OAKWOOD LUTHERAN SENIOR MINISTRIES LTD PLAN
Fully insured437 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$52K
OAKWOOD LUTHERAN SENIOR MINISTRIES STD
Fully insured146 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #507$33K
OAKWOOD LUTHERAN SENIOR MINISTRIES VISION PLAN
Fully insured345 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$0
OAKWOOD VILLAGE HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$4.2M90.8%
Other$161K3.5%
Long-term disability$88K1.9%
Short-term disability$75K1.6%
Life$73K1.6%
Vision$33K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
Rx
$4.2M94.0%11413
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$236K5.2%13412
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$33K0.7%11312

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WILINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$31K$556$32K74.8%1
UKG INCATLANTA, GALINCOLN NATIONAL LIFE INSURANCE COMPANY$0$7K$7K16.7%1
GROUP INSURANCE SERVICES INCNAPERVILLE, ILMETROPOLITAN LIFE INSURANCE COMPANY$2K$729$2K5.6%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$0$1K$1K2.7%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLMETROPOLITAN LIFE INSURANCE COMPANY$143$0$1430.3%1

History & trajectory

11 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
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