Original filing (PDF)20250526152020NAL0003793395001

WISCONSIN MEDICAL SOCIETY, INC.

Name: WISCONSIN MEDICAL SOCIETY, INC. — WISCONSIN MEDICAL SOCIETY 401(K) PLAN, Form 5500 (2024)
Creator: WISCONSIN MEDICAL SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

WISCONSIN MEDICAL SOCIETY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISCONSIN MEDICAL SOCIETY, INC..

Plan sponsor

Name

WISCONSIN MEDICAL SOCIETY, INC.

EIN

39-0634758

Address

P. O. BOX 1109 · MADISON, WI · 53701

Phone

(608) 442-3711

Industry