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Sponsor portfolioTH

ING FINANCIAL SERVICES LLC

EIN 13-3713590-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$714.0M assets
Welfare
1
$3.5M premiums
Participants
3,204
1133 AVENUE OF THE AMERICAS 7TH FL - NEW YORK, NY 10036646-424-7371LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$454.6M - 1,213 part#001TraditionalDB-$259.4M - 1,339 part#502Mixed-$3.5M - 1,378 lives

Retirement portfolio analytics

2 plans aggregated / $714.0M assets / 2,552 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • LLC 401(K) Savings (#002)64%
  • LLC RETIREMENT PLAN (#001)36%
Total $714.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)1,339
  • LLC 401(K) Savings (#002)1,213
Total 2,552Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 1,378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Other$1.5M
  • Dental$1.3M
  • Stop-loss$954K
  • Long-term disability$544K
  • Vision$115K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • METROPOLITAN LIFE INSURANCE COMPANY47%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY27%
  • SUN LIFE ASSURANCE COMPANY OF CANADA23%
  • VISION SERVICE PLAN3%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • NFP INSURANCE SERVICES INC92%
  • KESTRA INVESTMENT SERVICES LLC8%
  • AGS BENEFITS GROUP LLC0%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $227K4 slices

Plan deep-dives

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

ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN

401k

Assets$454.6M
Participants1,213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ING FINANCIAL SERVICES LLC RETIREMENT PLAN

TraditionalDB

Assets$259.4M
Participants1,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ING FINANCIAL SERVICES LLC HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives1,378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN401k$454.6M1,2132024
001ING FINANCIAL SERVICES LLC RETIREMENT PLANTraditionalDB$259.4M1,3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ING FINANCIAL SERVICES LLC HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.5M1,3782024
Retirement plans
Welfare plans
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