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Form 5500 · Employee benefit plan · MIDDLETON, WI

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.

UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. of MIDDLETON, WI is a 2,921-participant health care and social assistance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1824445 · plan 506 · as of Aug 2026

Participants
2,921
Carriers on file
2
Disclosed commissions
$3,694
Renewal month
December

Plan brief

Schedule A lists 2 insured contracts covering health and vision; the largest, with QUARTZ HEALTH BENEFIT PLANS CORPORATION, covers 6,520 people.

Reported premium across the insured contracts is $54,113,522, with $3,694 in disclosed broker commissions — about 0% 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.

M3 INSURANCE SOLUTIONS INC. is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: QUARTZ HEALTH BENEFIT PLANS CORPORATION and VISION SERVICE PLAN.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
VISION SERVICE PLANVision929December$117,898$3,694
QUARTZ HEALTH BENEFIT PLANS CORPORATIONHealth6,520December$53,995,624$0

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