Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSURANCE SOCIETY OF PHILADELPHIA
EIN 23-0724010Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$441K assets
Welfare
0
Participants
10
1120 ROUTE 73, SUITE 200 - MOUNT LAUREL, NJ 08054215-627-5306
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $441K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSURANCE SOCIETY OF PHILADELPHIA DEFINED CONTRIBUTION PLAN
403b
Assets$402K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSURANCE SOCIETY OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN
403b
Assets$39K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSURANCE SOCIETY OF PHILADELPHIA DEFINED CONTRIBUTION PLAN | 403b | $402K | 9 | 2025 | |
| 002 | INSURANCE SOCIETY OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | 403b | $39K | 1 | 2024 |
Retirement plans