Plan Snapshot
- Plan Sponsor: Insurance Services Office, INC.
- Sponsor EIN: 133131412
- Sponsor Address: 545 WASHINGTON BOULEVARD, JERSEY CITY, NJ, 07310
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.2M | $777,460 | $572,095 |
| 2023 | 0 | $8.3M | $965,863 | $444,055 |
| 2022 | 0 | $7.9M | $424,756 | $345,458 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEGAL | Other Service Provider | $99,160 | — | $99,160 |
| GENESIS/TASC | Other Service Provider | $37,471 | — | $37,471 |
| COHNREZNICK LLP | Investment Advisor | $33,600 | — | $33,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,231
- Estimated Expense Ratio: 2.080% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $210,914 | — | — | $33,600 | — |
| 2023 | $228,177 | — | — | $32,025 | — |
| 2022 | $164,970 | — | — | — | $164,970 |