Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Vision$1.1M
- Stop-loss$1.1M
- Other$185K
- Short-term disability$167K
- Long-term disability$167K
- +2 more
Sponsor portfolio
INNOVATIVE SERVICE TECHNOLOGY MANAGEMENT SERVICES, INCORPORATED
EIN 58-2303739Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$1.4M premiums
Participants
1,533
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,354 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
- AETNA LIFE INSURANCE COMPANY2%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
78%top
- MARSH & MCLENNAN AGENCY LLC78%
- MCGRIFF INSURANCE SERVICES INC19%
- MARY THERESA FISHER3%
- PATRICIA HUNT0%
- BARKING UP THE RIGHT TREE INC.0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IST MANAGEMENT SERVICES, INC. DEFINED CONTRIBUTION PLAN
401k
Assets$23.3M
Participants1,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
IST MANAGEMENT HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA
Premiums$1.4M
Covered lives1,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IST MANAGEMENT SERVICES, INC. DEFINED CONTRIBUTION PLAN | 401k | $23.3M | 1,192 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | IST MANAGEMENT HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA | $1.4M | 1,354 | 2025 |
Retirement plans
Welfare plans