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Sponsor portfolioWelfare / HealthEIN 39-1824445

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.

7974 UW HEALTH CT · MIDDLETON, WI 53562
6088286813
Plans filed
4
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$64.0M
No prior year
Persons covered
14,800
No prior year
Total participants
8,909
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #506$54.1M
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION CAFETERIA PLAN
Mixed6,520 covered·2 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION
Plan #501$9.2M
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. LIFE & DISABILITY INSURANCE PLAN
Fully insured6,902 covered·3 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #502$654K
UWMF FACULTY PHYSICIANS VEBA AND TRUST
Fully insured1,378 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #511$411K
UNITY HEALTH INSURANCE LIFE, AD/D, DEP LIFE, LTD, STD
Fully insured313 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$54.0M37.5%
Prescription drug$54.0M37.5%
Other$9.6M6.7%
Life$9.2M6.4%
Long-term disability$8.8M6.1%
Short-term disability$8.5M5.9%
Vision$118K0.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$54.0M84.4%116,520
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$9.4M14.7%238,280
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$252K0.4%12707
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 751277524
Oth
$221K0.3%11452
VISION SERVICE PLAN
EIN 061227840
V
$118K0.2%11929

Broker overview

21 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VIZIENT INSURANCE SERVICES LLCDALLAS, TXHARTFORD LIFE AND ACCIDENT$178K$516K$693K63.0%2
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$37K$332K$369K33.5%2
MICHAEL J ZIMMERMANOVERLAND PARK, KSBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$19K$0$19K1.8%1
BUCHHOLZ PLANNING CORPORATIONCLINTON, IAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$11K$0$11K1.0%1
M3 INSURANCE SOLUTIONS INCMADISON, WIVISION SERVICE PLAN$4K$0$4K0.3%1
GBS INSURANCE & FINANCIAL SERVICESWOODLAND HILLS, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1K$0$1K0.1%1
ANDREW MOOREDENVER, COMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$602$0$6020.1%1
TIMOTHY W POWERSSUN PRAIRIE, WIMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$544$0$5440.0%1
JEFFREY CARL DOLLARHIDESCOTTSDALE, AZMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$317$101$4180.0%1
TIMOTHY C. FLANAGANCHARLOTTE, NCMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$270$0$2700.0%1
ROBERT G. RELPH AGENCY, INC.MADISON, WIMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$153$0$1530.0%1
GREGORY A MCROBERTSINDIANAPOLIS, INMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$54$94$1480.0%1
RANDAL R YURCZYKMADISON, WIMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$127$0$1270.0%1
GBS INSURANCE AND FINANCIAL SERVICEWOODLAND HILLS, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$106$0$1060.0%1
THOMAS FREDERICK SCHWARTZSOUTHBURY, CTMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$76$0$760.0%1
KEVIN P MULLANEVERONA, WIMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$42$0$420.0%1
WILLIAM M BUCHHOLZCLINTON, IAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$35$0$350.0%1
RANDALL J LOGANMADISON, WIMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$18$0$180.0%1
THE JAMES B OSWALD COMPANYCLEARWATER, FLMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$15$0$150.0%1
PHIL E TISUEKNOXVILLE, TNMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$7$0$70.0%1
JOSHUA ANDREW MICELISCOTTSDALE, AZMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1$0$10.0%1

History & trajectory

10 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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