Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
IRON MOUNTAIN INCORPORATED
EIN 23-2588479designLatest filing 2024
Plans
3
Retirement
2
$945.3M assets
Welfare
1
$12.4M premiums
Participants
24,044
1101 ENTERPRISE DRIVE - ROYERSFORD, PA 19468855-462-7547ironmountains.comLinkedIn11-50 employeesdesign
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $945.3M assets / 13,314 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $12.4M premiums / 26,891 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Other$4.1M
- Life$3.2M
- Long-term disability$1.9M
- Vision$903K
- Dental$102K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
- KAISER FOUNDATION HEALTH PLAN INC33%
- AETNA LIFE INSURANCE COMPANY12%
- VISION SERVICE PLAN7%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
98%top
- MERCER HEALTH AND BENEFITS, LLC98%
- MARSH & MCLENNAN AGENCY LLC2%
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$943.1M
Participants13,269
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$2.2M
Participants45
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 lives26,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE IRON MOUNTAIN COMPANIES 401(K) PLAN | 401k | $943.1M | 13,269 | 2024 | |
| 005 | THE IRON MOUNTAIN COMPANIES PUERTO RICO 401(K) PLAN | ProfitSharing | $2.2M | 45 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE IRON MOUNTAIN COMPANIES WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12.4M | 26,891 | 2024 |
Retirement plans
Welfare plans