Form 5500 · Employee benefit plan · MILWAUKEE, WI
MILWAUKEE CENTER FOR INDEPENDENCE, INC.
The filing calls this plan MILWAUKEE CENTER FOR INDEPENDENCE , INC. HEALTH AND WELFARE PLAN.
Public Form 5500 records show how MILWAUKEE CENTER FOR INDEPENDENCE, INC. of MILWAUKEE, WI, a health care and social assistance employer, structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0806257 · plan 502 · plan year 2024, filed Jul 21, 2025
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25 other employer plans in Wisconsin have policy years ending in February. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing names a third-party administrator on Schedule A and reports no medical premium.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 435 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $707,728, with $3,555 in disclosed broker commissions — about 0.5% of premium.
The health contract's policy period ended in February, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
BROWN & BROWN INSURANCE SERVICES is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 10 | Jan 1, 2025 | $17,777 | $3,555 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 435 | Mar 1, 2024 | $484,947 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 582 | Jan 1, 2025 | $169,470 | $0 |
| WYSSTA INSURANCE COMPANY INC | Vision | 285 | Jan 1, 2025 | $26,385 | $0 |
| FEI BEHAVIORAL HEALTH | — | 778 | Jan 1, 2025 | $9,149 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 440 employees, 6 recordable cases, 6 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
25 other employer plans in Wisconsin are March 1 renewals (policy year ends February).
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