Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSTITUTIONAL LIFE HOLDINGS, LLC
EIN 26-1490324financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
17
414 UNION STREET, SUITE 1900 - NASHVILLE, TN 37219212-786-5710ils-us.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 17 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
INSTITUTIONAL LIFE HOLDINGS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSTITUTIONAL LIFE HOLDINGS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants12
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 | INSTITUTIONAL LIFE HOLDINGS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 5 | 2025 | |
| 002 | INSTITUTIONAL LIFE HOLDINGS LLC PROFIT SHARING PLAN | ProfitSharing | $1.0M | 12 | 2025 |
Retirement plans