Iso New England Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iso New England Inc. (EIN 04-3372500) is a plan sponsor located in Holyoke, MA with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3372500
- Location
- Holyoke, MA
- Loaded plans
- 6
- Total reported participants
- 2,829
- Total reported plan assets (EOY)
- $625,877,704
- Plans with financial data
- 4
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Iso New England Inc. Supplemental Retirement And Savings Plan | 001 | 762 | $275,607,628 | 2023 |
| Iso New England Inc. Master Trust | 005 | not reported in the loaded dataset | $163,483,542 | 2023 |
| Iso New England Inc. Retirement Plan | 002 | 600 | $160,477,412 | 2023 |
| Iso New England, Inc. Health And Welfare Plan | 501 | 758 | $26,309,122 | 2023 |
| Severance Pay Plan For Non-Bargaining Unit Employees | 505 | 555 | not reported in the loaded dataset | 2023 |
| Iso New England Inc. Flexible Benefits Program | 502 | 154 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Iso New England, Inc. Health And Welfare Plan | 758 | H | 20241009154605NAL0038344482001 |
| 2023 | Iso New England Inc. Flexible Benefits Program | 154 | — | 20241009154858NAL0019571121001 |
| 2023 | Severance Pay Plan For Non-Bargaining Unit Employees | 555 | — | 20241009155018NAL0033296384001 |
| 2023 | Iso New England Inc. Master Trust | not reported in the loaded dataset | H, C | 20241009155503NAL0010810115001 |
| 2023 | Iso New England Inc. Retirement Plan | 600 | H | 20241009155702NAL0019580193001 |
| 2023 | Iso New England Inc. Supplemental Retirement And Savings Plan | 762 | H, C | 20241009160901NAL0019602049001 |