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Sponsor portfolio

INDEPENDENT SUPPORT SERVICES, INC.

EIN 05-0535944-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$1.5M premiums
Participants
4,127
20 CRYSTAL STREET - MONTICELLO, NY 12701845-794-5218issny.orgLinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$17.9M - 3,627 part#504Mixed-$1.5M - 654 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$920K
  • Dental$323K
  • Other$111K
  • Life$63K
  • Vision$54K
  • Long-term disability$44K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • AETNA LIFE INSURANCE COMPANY22%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN4%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • MATTHEW LENNON37%
  • MJL INSURANCE AGENCY INC29%
  • FNA INSURANCE SERVICES INC18%
  • MJL INS AGENCY INC13%
  • MATT LENNON2%
  • +1 more
Total $79K6 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

INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

403b

Assets$17.9M
Participants3,627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ISS EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.5M
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN403b$17.9M3,6272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ISS EMPLOYEE BENEFITS PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY$1.5M6542025
Retirement plans
Welfare plans
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