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Sponsor portfolioTH

NEW YORK INDEPENDENT SYSTEM OPERATOR

EIN 14-1815612-utilities-Latest filing 2025
Plans
4
Retirement
2
$383.7M assets
Welfare
2
$3.6M premiums
Participants
2,432
10 KREY BOULEVARD - RENSSELAER, NY 12144518-356-6000LinkedIn1-10 employeesutilities
Plans on this EIN
4 filings
#001401k-$360.6M - 834 part#002CashBalance-$23.1M - 249 part#501Fully Insured-$2.1M - 638 lives#507Fully Insured-$1.5M - 1,487 lives

Retirement portfolio analytics

2 plans aggregated / $383.7M assets / 1,083 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • 401(K) RETIREMENT Savings (#001)94%
  • SYSTEM OPERATOR PENSION (#002)6%
Total $383.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)834
  • SYSTEM OPERATOR PENSION (#002)249
Total 1,083Click row to drill in

Benefits portfolio analytics

2 plans / $3.6M premiums / 2,125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$1.5M
  • Life$341K
  • Vision$186K
  • Long-term disability$104K
  • Other$67K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • MVP HEALTH CARE77%
  • THE STANDARD18%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • +1 more
Total $3.6M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $321K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$360.6M
Participants834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW YORK INDEPENDENT SYSTEM OPERATOR PENSION PLAN

CashBalance

Assets$23.1M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC. BENEFIT PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$2.1M
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$1.5M
Covered lives1,487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. 401(K) RETIREMENT SAVINGS PLAN401k$360.6M8342025
002NEW YORK INDEPENDENT SYSTEM OPERATOR PENSION PLANCashBalance$23.1M2492025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC. BENEFIT PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$2.1M6382025
507THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$1.5M1,4872025
Retirement plans
Welfare plans
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