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Sponsor portfolioTH

IRON MOUNTAIN INCORPORATED

EIN 23-2588479-design-Latest filing 2025
Plans
3
Retirement
2
$1.07B assets
Welfare
1
$12.4M premiums
Participants
25,765
1101 ENTERPRISE DRIVE - ROYERSFORD, PA 19468855-462-7547ironmountains.comLinkedIn11-50 employeesdesign
Plans on this EIN
3 filings
#001401k-$1.07B - 13,975 part#005ProfitSharing-$2.6M - 48 part#510Mixed-$12.4M - 28,620 lives

Retirement portfolio analytics

2 plans aggregated / $1.07B assets / 14,023 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • MOUNTAIN COMPANIES 401(K) (#001)100%
  • PUERTO RICO 401(K) (#005)0%
Total $1.07BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MOUNTAIN COMPANIES 401(K) (#001)13,975
  • PUERTO RICO 401(K) (#005)48
Total 14,023Click row to drill in

Benefits portfolio analytics

1 plan / $12.4M premiums / 28,620 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.4M
  • Life$5.6M
  • Long-term disability$5.6M
  • Health$5.2M
  • Vision$919K
  • Dental$70K
Total $12.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • AETNA LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN7%
  • TRIPLE S SALUD, INC.2%
  • +3 more
Total $12.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $844K2 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

THE IRON MOUNTAIN COMPANIES 401(K) PLAN

401k

Assets$1.07B
Participants13,975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE IRON MOUNTAIN COMPANIES PUERTO RICO 401(K) PLAN

ProfitSharing

Assets$2.6M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE IRON MOUNTAIN COMPANIES WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$12.4M
Covered lives28,620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE IRON MOUNTAIN COMPANIES 401(K) PLAN401k$1.07B13,9752025
005THE IRON MOUNTAIN COMPANIES PUERTO RICO 401(K) PLANProfitSharing$2.6M482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE IRON MOUNTAIN COMPANIES WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$12.4M28,6202025
Retirement plans
Welfare plans
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