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  2. I & S GROUP, INC.
Sponsor portfolio

I & S GROUP, INC.

EIN 41-0995051-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$401K premiums
Participants
1,076
115 EAST HICKORY STREET SUITE 300 - MANKATO, MN 56001507-387-6651
Plans on this EIN
2 filings
#002401k-$37.4M - 576 part#510Mixed-$401K - 500 lives

Benefits portfolio analytics

1 plan / $401K premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$353K
  • Life$287K
  • Short-term disability$287K
  • Long-term disability$287K
  • Vision$48K
Total $401K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • VISION SERVICE PLAN12%
Total $401K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • BROWN & BROWN INSURANCE SERVICES79%
  • PROFESSIONAL GROUP PLANS INC21%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ISG 401(K) PLAN

401k

Assets$37.4M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

I & S GROUP WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$401K
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ISG 401(K) PLAN401k$37.4M5762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510I & S GROUP WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$401K5002024
Retirement plans
Welfare plans
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