# Insurance Services Office, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/insurance-services-office-inc-133131412-501

> Insurance Services Office, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/goldman-sachs) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/insurance-services-office-inc-133131412-501)

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