Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ISEC, INC. 401(K) SAVINGS PLAN | 401k | $118.2M | 961 | 2024 | |
| 003 | ISEC, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $47.4M | 696 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ISEC INCORPORATED HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $597K | 1,992 | 2024 |