PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOCAL INITIATIVES SUPPORT CORPORATION
Sponsor portfolioTH

LOCAL INITIATIVES SUPPORT CORPORATION

EIN 13-3030229-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$158.3M assets
Welfare
1
$1.1M premiums
Participants
2,251
28 LIBERTY STREET, 34TH FLOOR - NEW YORK, NY 10005212-455-9802lisc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$80.7M - 846 part#001401k-$77.7M - 850 part#501Mixed-$1.1M - 570 lives

Retirement portfolio analytics

2 plans aggregated / $158.3M assets / 1,696 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • SHELTERED ANNUITY PLAN (#002)51%
  • SUPPORT CORPORATION 401(K) (#001)49%
Total $158.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $158.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPORT CORPORATION 401(K) (#001)850
  • SHELTERED ANNUITY PLAN (#002)846
Total 1,696Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 570 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Dental$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Vision$98K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA90%
  • VISION SERVICE PLAN9%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FNA INSURANCE SERVICES INC100%
Total $61K1 slice

Plan deep-dives

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

LOCAL INITIATIVES SUPPORT CORPORATION TAX SHELTERED ANNUITY PLAN

403b

Assets$80.7M
Participants846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN

401k

Assets$77.7M
Participants850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOCAL INITIATIVES SUPPORT CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOCAL INITIATIVES SUPPORT CORPORATION TAX SHELTERED ANNUITY PLAN403b$80.7M8462024
001LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN401k$77.7M8502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOCAL INITIATIVES SUPPORT CORPORATION EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.1M5702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica