Plan Ledger DOL Form 5500 · updated monthly

Morgridge Institute for Research, Inc.benefits

Morgridge Institute for Research, Inc. Wrap Plan · MADISON, WI · plan year 2025

Broker compensation reported · 2025
$36,373

Morgridge Institute for Research, Inc.'s benefits plans covered 162 active participants in 2025, providing health · life · dental · vision · long-term disability · other · short-term disability. Insurance brokers and agents were paid $36,373 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $225 per covered person, above the median for employer plans that report broker pay. Broker pay rose 24% from $29,337 in 2024.

Insurance contracts · 20259
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 138 covered
WYSSTA INSURANCE COMPANY INC. · visionpremiums n/a · 60 covered
QUARTZ HEALTH BENEFIT PLANS CORPORATION · drug hmo ppopremiums n/a · 308 covered
WYSSTA INSURANCE COMPANY · visionpremiums n/a · 25 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 28 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 138 covered
EMPATHIA, INC.premiums n/a · 135 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 29 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 35 covered
Brokers & agents paid · 20254
M3 INSURANCE SOLUTIONS INC.$32,994 · incl $3,128 fees
WATCHTOWER BENEFITS, LLC$1,019 · incl $1,019 fees
WATCHTOWER BENEFITS LLC$1,469 · incl $1,469 fees
Also brokered by M3 Insurance Solutions Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 208325570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.