PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MISO
Sponsor portfolioTH

MISO

EIN 43-1827033-Utilities-Latest filing 2024
Plans
3
Retirement
1
$421.2M assets
Welfare
2
$2.8M premiums
Participants
2,618
701 CITY CENTER DRIVE - CARMEL, IN 46032317-249-5400
Plans on this EIN
3 filings
#001401k-$421.2M - 1,486 part#510Mixed-$2.8M - 2,015 lives#515Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.8M premiums / 2,015 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$1.3M
  • Prescription drug$1.3M
  • Life$1.3M
  • Long-term disability$1.3M
Total $2.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • MARATHON HEALTH46%
  • SYMETRA LIFE INSURANCE COMPANY46%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MJ INSURANCE80%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • WATCHTOWER BENEFIT LLC7%
  • GIBSON INSURANCE AGENCY, INC.-1%
Total $296K4 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$421.2M
Participants1,486
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 - MARATHON HEALTH

Premiums$2.8M
Covered lives2,015
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$421.2M1,4862024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MIDCONTINENT INDEPENDENT SYSTEMS OPERATOR, INC. EMPLOYEE BENEFIT PLANMixedMARATHON HEALTH$2.8M2,0152024
515MIDCONTINENT ISO RETIREE MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica