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  2. INTERNATIONAL DATA GROUP, INC.
Sponsor portfolioTH

INTERNATIONAL DATA GROUP, INC.

EIN 04-2597651-Information-Latest filing 2024
Plans
3
Retirement
2
$435.5M assets
Welfare
1
$1.6M premiums
Participants
3,934
140 KENDRICK STREET, BUILDING B - NEEDHAM, MA 02494508-875-5000
Plans on this EIN
3 filings
#002401k-$432.3M - 1,812 part#001ESOP-$3.2M - 1,106 part#501Mixed-$1.6M - 958 lives

Retirement portfolio analytics

2 plans aggregated / $435.5M assets / 2,918 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING PLAN (#002)99%
  • EMPLOYEE STOCK OWNERSHIP (#001)1%
Total $435.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1,812
  • EMPLOYEE STOCK OWNERSHIP (#001)1,106
Total 2,918Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 958 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Long-term disability$1.6M
  • Other$1.6M
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $159K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN

401k

Assets$432.3M
Participants1,812
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTERNATIONAL DATA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.2M
Participants1,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives958
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN401k$432.3M1,8122024
001INTERNATIONAL DATA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.2M1,1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.6M9582024
Retirement plans
Welfare plans
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