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Sponsor portfolioTH

MISO

EIN 43-1827033-Utilities-Latest filing 2025
Plans
3
Retirement
1
$492.0M assets
Welfare
2
$1.7M premiums
Participants
2,697
701 CITY CENTER DRIVE - CARMEL, IN 46032317-249-5400
Plans on this EIN
3 filings
#001401k-$492.0M - 1,542 part#510Mixed-$1.7M - 2,865 lives#515Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 2,865 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.4M
  • Long-term disability$1.4M
Total $1.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SYMETRA LIFE INSURANCE COMPANY81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • SPRING HEALTH6%
  • MARATHON HEALTH0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MJ INSURANCE85%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
  • WATCHTOWER TECHNOLOGIES INC4%
Total $320K3 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

MISO EMPLOYEES' RETIREMENT SAVINGS PLAN

401k

Assets$492.0M
Participants1,542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MIDCONTINENT INDEPENDENT SYSTEMS OPERATOR, INC. EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives2,865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

MIDCONTINENT ISO RETIREE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MISO EMPLOYEES' RETIREMENT SAVINGS PLAN401k$492.0M1,5422025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MIDCONTINENT INDEPENDENT SYSTEMS OPERATOR, INC. EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.7M2,8652025
515MIDCONTINENT ISO RETIREE MEDICAL PLANSelf Funded-$002025
Retirement plans
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