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Medical College of Wisconsin retirement plans

The Medical College of Wisconsin, Inc., Milwaukee, WI. EIN 39-0806261. Annual reports 2009–2024.

The Medical College of Wisconsin, Inc. has one active retirement plan on file, the The Medical College of Wisconsin, Inc. Retirement Plan, with 9,960 participants and $2.6 billion in assets in 2024. Transamerica has been its recordkeeper since 2014. No traditional pension plan appears in Medical College of Wisconsin's filings since 2009.

Active plans
1
Participants
9,960
Plan assets
$2.6 billion
401(k) recordkeeper
Transamerica
Plans on file
2
Industry
Education

All 2 plans

Active plans first

The Medical College of Wisconsin, Inc. Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 39-0806261
Participants (2024)
9,960
Net assets (2024)
$2.6 billion
Recordkeeper
TransamericaEarlier: Vanguard (2009–2013)
Plan administrator
The Medical College of Wisconsin, Inc.
8701 Watertown Plank Road
Milwaukee, WI 53226
(414) 955-8665As filed for 2024
In effect since
July 1, 1963

Plans merged into this one: The Medical College of Wisconsin, Inc. Voluntary 403(b) Retirement Plan (2013).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,960$2.6 billionTransamerica
202310,063$2.3 billionTransamerica
20229,917$2.0 billionTransamerica
20219,244$2.4 billionTransamerica
20209,909$2.1 billionTransamerica
20199,204$1.9 billionTransamerica
20188,367$1.6 billionTransamerica
20178,174$1.7 billionTransamerica
20167,819$1.5 billionTransamerica
20157,555$1.4 billionTransamerica
20148,112$1.4 billionTransamerica
20137,646$1.3 billionVanguard
20127,568$888 millionVanguard
20117,584$792 millionVanguard
20107,493$778 millionVanguard
20097,079$687 millionVanguard

The Medical College of Wisconsin, Inc. Voluntary 403(b) Retirement Plan

403(b)Merged

Merged. In 2013 its assets moved to the The Medical College of Wisconsin, Inc. Retirement Plan, sponsored by The Medical College of Wisconsin, Inc. (EIN 39-0806261, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 39-0806261
Participants (2012)
2,598
Net assets (2012)
$225 million
Recordkeeper
Vanguard2010–2013
Plan administrator
The Medical College of Wisconsin, Inc.
8701 Watertown Plank Road
Milwaukee, WI 53226
(414) 955-8665As filed for 2013
In effect since
July 1, 1961
Year by year, 2010 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0Vanguard
20122,598$225 millionVanguard
20112,676$200 millionVanguard
20102,590$193 millionVanguard

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the The Medical College of Wisconsin, Inc. Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((414) 955-8665). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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