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Sponsor portfolio

ISAACSON MILLER, INC.

EIN 04-3061714-management consulting-Latest filing 2024
Plans
3
Retirement
2
$77.3M assets
Welfare
1
$3.2M premiums
Participants
966
7 WHITTIER PL, STE 108, PMB 295 - BOSTON, MA 02114617-262-6500imsearch.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$48.4M - 348 part#002ESOP-$28.9M - 386 part#501Mixed-$3.2M - 370 lives

Retirement portfolio analytics

2 plans aggregated / $77.3M assets / 734 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • ISAACSON RETIREMENT PLAN (#001)63%
  • EMPLOYEE STOCK OWNERSHIP (#002)37%
Total $77.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)386
  • ISAACSON RETIREMENT PLAN (#001)348
Total 734Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Life$191K
  • Long-term disability$191K
  • Other$191K
  • Vision$21K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • EYEMED VISION CARE1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • UNKNOWN65%
  • USI INSURANCE SERVICES LLC35%
Total $66K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ISAACSON RETIREMENT PLAN

401k

Assets$48.4M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.9M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISAACSON MILLER WRAP HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.2M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ISAACSON RETIREMENT PLAN401k$48.4M3482024
002ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.9M3862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISAACSON MILLER WRAP HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.2M3702024
Retirement plans
Welfare plans
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