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Sponsor portfolio

ISEC, INCORPORATED

EIN 84-0577348-Construction-Latest filing 2025
Plans
3
Retirement
2
$165.6M assets
Welfare
1
$597K premiums
Participants
2,456
6000 GREENWOOD PLAZA BOULEVARD, SUITE 200 - GREENWOOD VILLAGE, CO 80111303-790-1444
Plans on this EIN
3 filings
#002401k-$118.2M - 961 part#003ESOP-$47.4M - 696 part#501Mixed-$597K - 1,992 lives

Retirement portfolio analytics

2 plans aggregated / $165.6M assets / 1,657 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • INC. 401(K) Savings (#002)71%
  • EMPLOYEE STOCK OWNERSHIP (#003)29%
Total $165.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • T ROWE PRICE RPS INC71%
  • (Not disclosed)29%
Total $165.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)961
  • EMPLOYEE STOCK OWNERSHIP (#003)696
Total 1,657Click row to drill in

Benefits portfolio analytics

1 plan / $597K premiums / 1,992 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$597K
  • Life$508K
  • Short-term disability$508K
  • Long-term disability$508K
  • Vision$88K
Total $597K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA85%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
Total $597K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AVANT SPECIALTY BENEFITS LLC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ISEC, INC. 401(K) SAVINGS PLAN

401k

Assets$118.2M
Participants961
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ISEC, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.4M
Participants696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISEC INCORPORATED HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$597K
Covered lives1,992
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ISEC, INC. 401(K) SAVINGS PLAN401k$118.2M9612024
003ISEC, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$47.4M6962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISEC INCORPORATED HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$597K1,9922024
Retirement plans
Welfare plans
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