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Sponsor portfolio

ISOLA USA CORPORATION

EIN 20-1089618-Latest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$3.9M premiums
Participants
866
6565 WEST FRYE ROAD - CHANDLER, AZ 85226480-893-6527
Plans on this EIN
2 filings
#001401k-$27.1M - 565 part#501Mixed-$3.9M - 459 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$377K
  • Life$256K
  • Long-term disability$256K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • STANDARD INSURANCE COMPANY7%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • SYNERGY ENROLLMENT & BENEFITS LLC1%
Total $170K2 slices

Plan deep-dives

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

ISOLA USA CORP. 401(K) SAVINGS PLAN

401k

Assets$27.1M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISOLA USA CORP. WRAP BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$3.9M
Covered lives459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ISOLA USA CORP. 401(K) SAVINGS PLAN401k$27.1M5652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISOLA USA CORP. WRAP BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF ARIZONA$3.9M4592025
Retirement plans
Welfare plans
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