Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$860K
- Other$235K
- Life$218K
- Long-term disability$91K
- Vision$90K
Sponsor portfolioTH
INSTITUTIONAL SHAREHOLDER SERVICES INC.
EIN 06-1541449Latest filing 2025
Plans
2
Retirement
1
$190.8M assets
Welfare
1
$1.3M premiums
Participants
1,948
1177 AVENUE OF THE AMERICAS, 14TH FLOOR - NEW YORK, NY 10036646-680-6350
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,316 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- DELTA DENTAL OF CALIFORNIA67%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$190.8M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INSTITUTIONAL SHAREHOLDER SERVICES INC. WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF PENNSYLVANIA
Premiums$1.3M
Covered lives1,316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $190.8M | 1,234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INSTITUTIONAL SHAREHOLDER SERVICES INC. WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF PENNSYLVANIA | $1.3M | 1,316 | 2025 |
Retirement plans
Welfare plans