Sponsor portfolioTH

INDEPENDENT LIVING ASSOCIATION

EIN 11-2729771medical practiceLatest filing 2025

Plans

Retirement

$14.2M assets

Welfare

$61K premiums

Participants

940

110 YORK STREET - BROOKLYN, NY 11201718-852-2000ilaonline.orgLinkedIn501-1000 employeesmedical practice

Plans on this EIN

3 filings

#002401k-$8.3M - 641 part #001401k-$5.9M - 173 part #501Mixed-$61K - 126 lives

Retirement portfolio analytics

2 plans aggregated / $14.2M assets / 814 participants

Assets by plan

Share of aggregate retirement assets

59%top

PLAN - UNION (#002)59%
- NON UNION (#001)41%

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

ADP BROKER-DEALER100%

Participants by plan

Active + retired + deferred vested

PLAN - UNION (#002)641
- NON UNION (#001)173

Benefits portfolio analytics

1 plan / $61K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Long-term disability$30K
Life$16K
Other$15K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

77%top

RELIANCE STANDARD LIFE INSURANCE COMPANY77%
UNUM LIFE INSURANCE COMPANY OF AMERICA23%

Broker market share

Schedule A broker compensation

Split broker

67%top

KIFFERSTEIN, ALAN C67%
ASSUREDPARTNERS33%

Plan deep-dives

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

Retirement#002

INDEPENDENT LIVING PROFIT SHARING PLAN - UNION

401k

Assets$8.3M

Participants641

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

INDEPENDENT LIVING PROFIT SHARING PLAN - NON UNION

401k

Assets$5.9M

Participants173

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501