University Of Wisconsin Medical Foundation, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, University Of Wisconsin Medical Foundation, Inc (EIN 39-1824445) is a plan sponsor located in Middleton, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-1824445
- Location
- Middleton, WI
- Loaded plans
- 5
- Total reported participants
- 15,317
- Total reported plan assets (EOY)
- $1,943,600,774
- Plans with financial data
- 3
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| University Of Wisconsin Medical Foundation Physicians Retirement Plan | 001 | 2,239 | $1,274,399,771 | 2023 |
| University Of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing Plan | 002 | 4,866 | $669,133,734 | 2023 |
| Uwmf Faculty Physicians Veba And Trust | 502 | 1,306 | $67,269 | 2023 |
| University Of Wisconsin Medical Foundation, Inc. Life & Disability Insurance Plan | 501 | 4,095 | not reported in the loaded dataset | 2023 |
| University Of Wisconsin Medical Foundation Cafeteria Plan | 506 | 2,811 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | University Of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing Plan | 4,866 | H, C | 20241011143829NAL0022052625001 |
| 2023 | University Of Wisconsin Medical Foundation Physicians Retirement Plan | 2,239 | H, C | 20241011144147NAL0011032275001 |
| 2023 | Uwmf Faculty Physicians Veba And Trust | 1,306 | H | 20241014224557NAL0015631907001 |
| 2023 | University Of Wisconsin Medical Foundation Cafeteria Plan | 2,811 | — | 20241014225527NAL0047690752001 |
| 2023 | University Of Wisconsin Medical Foundation, Inc. Life & Disability Insurance Plan | 4,095 | — | 20241014230054NAL0027309185001 |