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  2. INSURANCE SERVICES OFFICE, INC.
Sponsor portfolioTH

INSURANCE SERVICES OFFICE, INC.

EIN 13-3131412-insurance-Latest filing 2024
Plans
3
Retirement
1
$2.27B assets
Welfare
2
$6.0M premiums
Participants
13,481
545 WASHINGTON BLVD - JERSEY CITY, NJ 073101607201-469-3006LinkedIn5001-10000 employeesinsurance
Plans on this EIN
3 filings
#003ESOP-$2.27B - 8,224 part#502Fully Insured-$6.0M - 6,394 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.0M premiums / 6,394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.1M
  • Life$2.0M
  • Long-term disability$813K
  • Vision$446K
  • Health$163K
  • Prescription drug$163K
  • +1 more
Total $6.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Total $6.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $295K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.27B
Participants8,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INSURANCE SERVICES OFFICE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY INC.

Premiums$6.0M
Covered lives6,394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INSURANCE SERVICES OFFICE HEALTH & WELFARE PLAN/RETIREE PHARMACY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLANESOP$2.27B8,2242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INSURANCE SERVICES OFFICE BENEFIT PLANFully InsuredDELTA DENTAL OF NEW JERSEY INC.$6.0M6,3942024
501INSURANCE SERVICES OFFICE HEALTH & WELFARE PLAN/RETIREE PHARMACYSelf Funded-$002024
Retirement plans
Welfare plans
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