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  2. THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC.
Sponsor portfolioTH

THE NEW YORK INDEPENDENT SYSTEM OPERATOR INC.

EIN 14-1815612-utilities-Latest filing 2025
Plans
4
Retirement
2
$344.8M assets
Welfare
2
$3.4M premiums
Participants
2,420
10 KREY BLVD - RENSSELAER, NY 12144518-356-6015LinkedIn1-10 employeesutilities
Plans on this EIN
4 filings
#001401k-$321.5M - 814 part#002CashBalance-$23.4M - 269 part#501Fully Insured-$2.1M - 638 lives#507Fully Insured-$1.3M - 1,444 lives

Retirement portfolio analytics

2 plans aggregated / $344.8M assets / 1,083 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • 401(K) RETIREMENT PLAN (#001)93%
  • SYSTEM OPERATOR PENSION (#002)7%
Total $344.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • (Not disclosed)93%
  • MORGAN STANLEY SMITH BARNEY7%
Total $344.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)814
  • SYSTEM OPERATOR PENSION (#002)269
Total 1,083Click row to drill in

Benefits portfolio analytics

2 plans / $3.4M premiums / 2,082 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$341K
  • Vision$186K
  • Long-term disability$104K
  • Other$67K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • MVP HEALTH CARE66%
  • THE STANDARD31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • ESI EMPLOYEE ASSISTANCE GROUP1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $174K1 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, INC. 401(K) RETIREMENT PLAN

401k

Assets$321.5M
Participants814
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$23.4M
Participants269
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$1.3M
Covered lives1,444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN401k$321.5M8142024
002NEW YORK INDEPENDENT SYSTEM OPERATOR PENSION PLANCashBalance$23.4M2692024

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.$1.3M1,4442024
Retirement plans
Welfare plans
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