What public Form 5500 filings show about the Chartwell Midwest Wisconsin LLC, DBA UW Health Care Direct 401(k) plan — and how to find and check your own account.
Chartwell Midwest Wisconsin LLC, DBA UW Health Care Direct (EIN 39-1796267) reports CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN on its most recent Form 5500, with $26.8M in plan assets across 265 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Chartwell Midwest Wisconsin LLC, DBA UW Health Care Direct filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Chartwell Midwest Wisconsin LLC, DBA UW Health Care Direct 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, GALLAGHER BENEFIT SERVICES DBA.
