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Sponsor portfolio

ISAS GROUP BENEFITS TRUST

EIN 73-1366012-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$917K assets
Welfare
1
$3.6M premiums
Participants
4,152
12712 PARK CENTRAL DRIVE, SUITE 100 - DALLAS, TX 75251214-706-5459
Plans on this EIN
2 filings
#001401k-$917K - 1 part#502Mewa-$3.6M - 6,616 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 6,616 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.8M
  • Life$900K
  • Long-term disability$557K
  • Vision$303K
Total $3.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • SYMETRA LIFE INSURANCE COMPANY51%
  • STANDARD INSURANCE COMPANY26%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY8%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • HOLMES MURPHY & ASSOCIATES56%
  • LOCKTON COMPANIES, LLC29%
  • EBENEFIT MARKETPLACE, LLC9%
  • AVANT SPECIALTY BENEFITS LLC6%
Total $282K4 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

ISASGBT 401K

401k

Assets$917K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ISAS GROUP BENEFITS TRUST PLAN

Mewa - SYMETRA LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives6,616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ISASGBT 401K401k$917K12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ISAS GROUP BENEFITS TRUST PLANMewaSYMETRA LIFE INSURANCE COMPANY$3.6M6,6162025
Retirement plans
Welfare plans
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