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Form 5500 · Employee benefit plan · MADISON, WI

UNIVERSITY OF WISCONSIN FOUNDATION

UNIVERSITY OF WISCONSIN FOUNDATION of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0743975 · plan 504 · as of Jul 2026

Participants
356
Carriers on file
6
Disclosed commissions
$64,774
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
QUARTZ HEALTH BENEFIT PLANS CORPORATIONHealth646December$41,384
UNITED OF OMAHA LIFE INSURANCE COMPANYLife114December$6,012
UNITED OF OMAHA LIFE INSURANCE COMPANYLife370December$5,532
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability369December$5,044
UNITED OF OMAHA LIFE INSURANCE COMPANY153December$4,620
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.Vision164December$2,182

Questions

Who is UNIVERSITY OF WISCONSIN FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, UNIVERSITY OF WISCONSIN FOUNDATION's broker of record is M3 INSURANCE SOLUTIONS INC..

What insurance carrier does UNIVERSITY OF WISCONSIN FOUNDATION use?

UNIVERSITY OF WISCONSIN FOUNDATION's benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 6 disclosed carriers.

When does UNIVERSITY OF WISCONSIN FOUNDATION's group plan renew?

The most recent Schedule A policy period for UNIVERSITY OF WISCONSIN FOUNDATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNIVERSITY OF WISCONSIN FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.