Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.2M
- Life$2.8M
- Long-term disability$1.1M
- Vision$488K
- Health$67K
- Prescription drug$67K
- +1 more
Sponsor portfolioTH
INSURANCE SERVICES OFFICE, INC.
EIN 13-3131412insuranceLatest filing 2025
Plans
3
Retirement
1
$2.27B assets
Welfare
2
$7.3M premiums
Participants
13,369
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $7.3M premiums / 6,196 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
- DELTA DENTAL OF CALIFORNIA40%
- VISION SERVICE PLAN7%
- ALPHA DENTAL PROGRAMS, INC.3%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
53%top
- MERCER HEALTH AND BENEFITS, LLC53%
- MARSH & MCLENNAN AGENCY LLC46%
- GALLAGHER BENEFIT SERVICES, INC.1%
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$7.3M
Covered lives6,196
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.27B | 8,224 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INSURANCE SERVICES OFFICE BENEFIT PLAN | Fully Insured | DELTA DENTAL OF NEW JERSEY INC. | $7.3M | 6,196 | 2025 | |
| 501 | INSURANCE SERVICES OFFICE HEALTH & WELFARE PLAN/RETIREE PHARMACY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans