Form 5500 · Employee benefit plan · MIDDLETON, WI
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.
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 · as of Aug 2026
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 — HARTFORD LIFE AND ACCIDENT, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA — with HARTFORD LIFE AND ACCIDENT writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | — | 961 | December | $270,166 | $129,267 |
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | — | 452 | December | $220,950 | $55,986 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 6,902 | December | $8,501,729 | $45,026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 707 | December | $243,651 | $14,252 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 25 | December | $8,130 | $517 |
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