Form 5500 · Employee benefit plan · MIDDLETON, WI
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.
The filing calls this plan UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. LIFE & DISABILITY INSURANCE PLAN.
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. of MIDDLETON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VIZIENT INSURANCE SERVICES, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1824445 · plan 501 · plan year 2024, filed Oct 13, 2025
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1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: 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 life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 6,902 people.
Reported premium across the insured contracts is $9,244,626, with $245,048 in disclosed broker commissions — about 2.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
VIZIENT INSURANCE SERVICES, LLC is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including HARTFORD LIFE AND ACCIDENT, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA. HARTFORD LIFE AND ACCIDENT writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | — | 961 | Jan 1, 2025 | $270,166 | $129,267 |
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | — | 452 | Jan 1, 2025 | $220,950 | $55,986 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 6,902 | Jan 1, 2025 | $8,501,729 | $45,026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 707 | Jan 1, 2025 | $243,651 | $14,252 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 25 | Jan 1, 2025 | $8,130 | $517 |
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.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,633 other employer plans in Wisconsin are January 1 renewals (policy year ends December).
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