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  2. ISLAND PEER REVIEW ORGANIZATION, INC.
Sponsor portfolioTH

ISLAND PEER REVIEW ORGANIZATION, INC.

EIN 11-2662689-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$128.3M assets
Welfare
1
$838K premiums
Participants
1,162
300 JERICHO QUADRANGLE, SUITE 300 - JERICHO, NY 11753516-326-7767
Plans on this EIN
3 filings
#002403b-$69.2M - 431 part#001MoneyPurchase-$59.1M - 493 part#501Mixed-$838K - 322 lives

Retirement portfolio analytics

2 plans aggregated / $128.3M assets / 924 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFERRED ANNUITY PLAN (#002)54%
  • REVIEW ORGANIZATION, INC. (#001)46%
Total $128.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • (Not disclosed)54%
  • TRANSAMERICA RETIREMENT SOLUTIONS46%
Total $128.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REVIEW ORGANIZATION, INC. (#001)493
  • DEFERRED ANNUITY PLAN (#002)431
Total 924Click row to drill in

Benefits portfolio analytics

1 plan / $838K premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$511K
  • Dental$326K
  • Vision$326K
  • Life$319K
  • Long-term disability$319K
Total $838K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • SHELTERPOINT LIFE INSURANCE COMPANY12%
  • HARTFORD LIFE AND ACCIDENT1%
Total $838K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ALLIANT INSURANCE SERVICES, INC.86%
  • C.H. EDWARDS INC.14%
Total $28K2 slices

Plan deep-dives

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

ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN

403b

Assets$69.2M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC.

MoneyPurchase

Assets$59.1M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISLAND PEER REVIEW ORGANIZATION, INC. WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$838K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN403b$69.2M4312025
001RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC.MoneyPurchase$59.1M4932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISLAND PEER REVIEW ORGANIZATION, INC. WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$838K3222025
Retirement plans
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