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  2. INSTITUTE OF COMMUNITY SERVICES, INC.
Sponsor portfolio

INSTITUTE OF COMMUNITY SERVICES, INC.

EIN 64-0440304-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
2
$34.9M assets
Welfare
2
$4.1M premiums
Participants
2,653
160 WEST VALLEY AVENUE - HOLLY SPRINGS, MS 386352218662-252-1582ics-hs.comLinkedIn501-1000 employees
Plans on this EIN
4 filings
#001ProfitSharing-$21.8M - 819 part#002403b-$13.1M - 824 part#503Fully Insured-$4.1M - 505 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $34.9M assets / 1,643 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • INC. RETIREMENT PLAN (#001)63%
  • 403(B) RETIREMENT PLAN (#002)37%
Total $34.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $34.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)824
  • INC. RETIREMENT PLAN (#001)819
Total 1,643Click row to drill in

Benefits portfolio analytics

2 plans / $4.1M premiums / 505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Life$95K
  • Short-term disability$95K
  • Vision$45K
Total $4.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • EDWARD BASSO76%
  • NICK HUMBLE11%
  • NICKIE FLOYD7%
  • EMPLOYEE BENEFIT SERVICES4%
  • MARCUS FLOYD2%
Total $101K5 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

INSTITUTE OF COMMUNITY SERVICES, INC. RETIREMENT PLAN

ProfitSharing

Assets$21.8M
Participants819
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INSTITUTE OF COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN

403b

Assets$13.1M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

INSTITUTE OF COMMUNITY SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MISSISSIPPI

Premiums$4.1M
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INSTITUTE OF COMMUNITY SERVICES, INC. BRIDGE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INSTITUTE OF COMMUNITY SERVICES, INC. RETIREMENT PLANProfitSharing$21.8M8192025
002INSTITUTE OF COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN403b$13.1M8242025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503INSTITUTE OF COMMUNITY SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MISSISSIPPI$4.1M5052025
502INSTITUTE OF COMMUNITY SERVICES, INC. BRIDGE PLANSelf Funded-$002025
Retirement plans
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