Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ISO NEW ENGLAND INC.
EIN 04-3372500utilitiesLatest filing 2024
Plans
6
Retirement
3
$500.8M assets
Welfare
3
$14.8M premiums
Participants
2,977
Retirement portfolio analytics
3 plans aggregated / $500.8M assets / 1,302 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $14.8M premiums / 1,963 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.9M
- Dental$13.9M
- Prescription drug$13.9M
- Other$874K
- Life$869K
- Long-term disability$869K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- HARTFORD LIFE AND ACCIDENT6%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- MERCER HEALTH AND BENEFITS, LLC0%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN
401k
Assets$321.3M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ISO NEW ENGLAND INC. RETIREMENT PLAN
TraditionalDB
Assets$176.2M
Participants445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ISO NEW ENGLAND INC. RETIREMENT PLAN FOR CONTRACT EMPLOYEES
TraditionalDB
Assets$3.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ISO NEW ENGLAND, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$14.8M
Covered lives1,963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ISO NEW ENGLAND INC. FLEXIBLE BENEFITS PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SEVERANCE PAY PLAN FOR NON-BARGAINING UNIT EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | 401k | $321.3M | 845 | 2024 | |
| 002 | ISO NEW ENGLAND INC. RETIREMENT PLAN | TraditionalDB | $176.2M | 445 | 2024 | |
| 003 | ISO NEW ENGLAND INC. RETIREMENT PLAN FOR CONTRACT EMPLOYEES | TraditionalDB | $3.2M | 12 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ISO NEW ENGLAND, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $14.8M | 1,963 | 2024 | |
| 502 | ISO NEW ENGLAND INC. FLEXIBLE BENEFITS PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 505 | SEVERANCE PAY PLAN FOR NON-BARGAINING UNIT EMPLOYEES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans