Assets by plan
Share of aggregate retirement assets
Filings through .
Institutional Life Holdings, LLC
EIN 26-1490324financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INSTITUTIONAL LIFE HOLDINGS, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$2.3M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
INSTITUTIONAL LIFE HOLDINGS LLC PROFIT SHARING PLAN
Profit-sharing
Assets$1.0M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INSTITUTIONAL LIFE HOLDINGS, LLC DEFINED BENEFIT PLAN | Traditional DB | $2.3M | 5 | 2025 |
| #002 | INSTITUTIONAL LIFE HOLDINGS LLC PROFIT SHARING PLAN | Profit-sharing | $1.0M | 12 | 2025 |
- #001 · Traditional DB · 20255
- #002 · Profit-sharing · 202512
Retirement plans