# University Of Wisconsin Medical Foundation, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/university-of-wisconsin-medical-foundation-inc-391824445-502

> University Of Wisconsin Medical Foundation, INC.'s Health & Welfare plan: 1,378 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Wisconsin Medical Foundation, INC.

- **Sponsor EIN:** 391824445

- **Sponsor Address:** 7974 UW HEALTH CT, MIDDLETON, WI, 53562

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,378

- **Total Assets:** $80,826

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,378|$80,826|$0|$664,118|

| 2023|1,334|$67,269|$0|$644,099|

| 2022|1,306|$57,427|$0|$678,528|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HAYNIE & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$2,400|—|—|—|$2,400|

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