401k Plan data: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN plan

THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN
Plan identification number	002

THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE MEDICAL COLLEGE OF WISCONSIN, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE MEDICAL COLLEGE OF WISCONSIN, INC.

Employer identification number (EIN): 390806261

NAIC Classification: 611000

Additional information about THE MEDICAL COLLEGE OF WISCONSIN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2020-04-15

Company Identification Number: 0803593406

Legal Registered Office Address: 8701 WATERTOWN PLANK RD

MILWAUKEE
United States of America (USA)
53226

More information about THE MEDICAL COLLEGE OF WISCONSIN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 G. ALLEN BOLTON, JR.
002 2012-01-01 G. ALLEN BOLTON, JR.
002 2011-01-01 G. ALLEN BOLTON, JR.
002 2010-01-01 SHERRI DUCHARME-WHITE

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	G. ALLEN BOLTON, JR.
002	2012-01-01	G. ALLEN BOLTON, JR.
002	2011-01-01	G. ALLEN BOLTON, JR.
002	2010-01-01	SHERRI DUCHARME-WHITE

Plan Statistics for THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN

Measure Date Value
2013: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,598
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,676
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,501
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,094
Total of all active and inactive participants 2012-01-01 2,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 2,598
Number of participants with account balances 2012-01-01 2,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,590
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,371
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,303
Total of all active and inactive participants 2011-01-01 2,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 2,676
Number of participants with account balances 2011-01-01 2,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,547
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,361
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,226
Total of all active and inactive participants 2010-01-01 2,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 2,590
Number of participants with account balances 2010-01-01 2,590

Measure	Date	Value
2013: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,598
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,676
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,501
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,094
Total of all active and inactive participants	2012-01-01	2,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	2,598
Number of participants with account balances	2012-01-01	2,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,590
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,371
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,303
Total of all active and inactive participants	2011-01-01	2,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	2,676
Number of participants with account balances	2011-01-01	2,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,547
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,361
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,226
Total of all active and inactive participants	2010-01-01	2,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	2,590
Number of participants with account balances	2010-01-01	2,590

Financial Data on THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN

Measure	Date	Value
2013 : THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-01	$0
Total transfer of assets from this plan	2013-10-01	$245,935,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-01	$252,521
Total income from all sources (including contributions)	2013-10-01	$36,841,371
Total loss/gain on sale of assets	2013-10-01	$0
Total of all expenses incurred	2013-10-01	$16,102,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-01	$16,102,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-01	$10,361,846
Value of total assets at end of year	2013-10-01	$0
Value of total assets at beginning of year	2013-10-01	$225,449,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-01	$0
Total interest from all sources	2013-10-01	$1,036,599
Total dividends received (eg from common stock, registered investment company shares)	2013-10-01	$1,651,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-10-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-10-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-10-01	$1,651,900
Was this plan covered by a fidelity bond	2013-10-01	Yes
Value of fidelity bond cover	2013-10-01	$50,000
If this is an individual account plan, was there a blackout period	2013-10-01	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-01	$0
Were there any nonexempt tranactions with any party-in-interest	2013-10-01	No
Contributions received from participants	2013-10-01	$10,361,846
Participant contributions at end of year	2013-10-01	$0
Participant contributions at beginning of year	2013-10-01	$1,222,557
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-10-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-10-01	$522,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-10-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-10-01	$252,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-01	No
Value of net income/loss	2013-10-01	$20,738,708
Value of net assets at end of year (total assets less liabilities)	2013-10-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-10-01	$225,196,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-01	No
Were any leases to which the plan was party in default or uncollectible	2013-10-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-10-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-10-01	$171,364,838
Value of interest in pooled separate accounts at end of year	2013-10-01	$0
Value of interest in pooled separate accounts at beginning of year	2013-10-01	$14,627,198
Interest earned on other investments	2013-10-01	$1,036,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-10-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-10-01	$37,711,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-10-01	$21,863,116
Net investment gain/loss from pooled separate accounts	2013-10-01	$1,927,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-01	No
Was there a failure to transmit to the plan any participant contributions	2013-10-01	No
Has the plan failed to provide any benefit when due under the plan	2013-10-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-01	$16,102,663
Did the plan have assets held for investment	2013-10-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-01	Yes
Opinion of an independent qualified public accountant for this plan	2013-10-01	Disclaimer
Accountancy firm name	2013-10-01	KPMG LLP
Accountancy firm EIN	2013-10-01	135565207
2012 : THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$252,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,076,996
Total income from all sources (including contributions)	2012-12-31	$39,490,592
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$13,958,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$13,958,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$15,730,829
Value of total assets at end of year	2012-12-31	$225,449,170
Value of total assets at beginning of year	2012-12-31	$200,741,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$1,326,469
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,146,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,146,258
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$15,730,829
Participant contributions at end of year	2012-12-31	$1,222,557
Participant contributions at beginning of year	2012-12-31	$1,184,708
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$522,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$35,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$252,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,076,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$25,531,821
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$225,196,649
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$199,664,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$171,364,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$150,412,590
Value of interest in pooled separate accounts at end of year	2012-12-31	$14,627,198
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$12,616,297
Interest earned on other investments	2012-12-31	$1,326,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$37,711,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$36,492,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$17,722,731
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,564,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$13,958,771
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,076,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$728,563
Total income from all sources (including contributions)	2011-12-31	$14,505,147
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$7,747,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,747,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$15,740,292
Value of total assets at end of year	2011-12-31	$200,741,824
Value of total assets at beginning of year	2011-12-31	$193,635,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$1,269,485
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,380,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,380,574
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$15,740,292
Participant contributions at end of year	2011-12-31	$1,184,708
Participant contributions at beginning of year	2011-12-31	$1,147,558
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$35,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$742,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,076,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$728,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$6,757,743
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$199,664,828
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$192,907,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$150,412,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$144,645,258
Value of interest in pooled separate accounts at end of year	2011-12-31	$12,616,297
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$12,113,571
Interest earned on other investments	2011-12-31	$1,269,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$36,492,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$34,986,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,327,212
Net investment gain/loss from pooled separate accounts	2011-12-31	$442,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,747,404
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$728,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,668
Total income from all sources (including contributions)	2010-12-31	$34,502,814
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$9,687,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$9,687,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$14,442,023
Value of total assets at end of year	2010-12-31	$193,635,648
Value of total assets at beginning of year	2010-12-31	$168,096,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,171,425
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,541,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,541,955
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$14,442,023
Participant contributions at end of year	2010-12-31	$1,147,558
Participant contributions at beginning of year	2010-12-31	$1,067,656
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$742,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$853,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$728,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$4,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$24,814,889
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$192,907,085
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$168,092,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$144,645,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$121,879,213
Value of interest in pooled separate accounts at end of year	2010-12-31	$12,113,571
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$9,827,627
Interest earned on other investments	2010-12-31	$1,171,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$34,986,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$34,468,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$15,866,837
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,480,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$9,687,925
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN

2013: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE MEDICAL COLLEGE OF WISCONSIN, INC. VOLUNTARY 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE MEDICAL COLLEGE OF WISCONSIN, INC.
Employer identification number (EIN):	390806261
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2020-04-15
Company Identification Number:	0803593406
Legal Registered Office Address:	8701 WATERTOWN PLANK RD MILWAUKEE United States of America (USA) 53226