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Sponsor portfolioWelfare / HealthEIN 51-6156096

INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST

2207 CONCORD PIKE, #417 · WILMINGTON, DE 19803
3026564944
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
4,227
No prior year
Total participants
4,227
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #508$1.4M
INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY INSURANCE TRUST
Fully insured4,227 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.4M33.3%
Short-term disability$1.4M33.3%
Long-term disability$1.4M33.3%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTD
$1.4M100.0%114,227

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ISM INSURANCE INCWILMINGTON, DESUN LIFE ASSURANCE COMPANY OF CANADA$322K$0$322K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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