Plain-English plan 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 Physicians Retirement Plan is a benefit plan reported by University Of Wisconsin Medical Foundation, Inc. under EIN 39-1824445 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,239 participants and $1,274,399,771 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,274,399,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,274,399,771
- Net assets (BOY)
- $1,081,877,556
Income & contributions
- Employer contributions
- $60,565,422
- Participant contributions
- $0
- Total contributions
- $63,799,952
- Total income / additions
- $263,147,839
Expenses & distributions
- Benefits paid
- $70,350,245
- Administrative expenses
- $275,379
- Total expenses
- $70,625,624
- Net increase / (decrease)
- $192,522,215