Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Island Peer Review Organization, Inc.
EIN 11-2662689Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
3
$138.1M assets
Health & Benefits
1
$838K premiums
Participants
1,231
300 JERICHO QUADRANGLE, SUITE 300 - JERICHO, NY 11753516-326-7767
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $138.1M assets / 993 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$69.2M
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN
403(b)
Assets$69.2M
Participants431
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC.
Money purchase
Assets$59.1M
Participants493
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LUMETRA 401K PLAN
401(k)
Assets$9.8M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ISLAND PEER REVIEW ORGANIZATION, INC. WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$838K
Covered lives322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN | 403(b) | $69.2M | 431 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC. | Money purchase | $59.1M | 493 | 2025 |
| #003 | LUMETRA 401K PLAN | 401(k) | $9.8M | 69 | 2025 |
- #002 · 403(b) · 2025431
- #001 · Money purchase · 2025493
- LUMETRA 401K PLAN$9.8M#003 · 401(k) · 202569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ISLAND PEER REVIEW ORGANIZATION, INC. WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $838K | 322 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025322
Retirement plans
Health & Benefits plans