Plain-English plan 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 401(K) Savings And Employee Stock Ownership Plan is a benefit plan reported by Insurance Services Office, Inc. under EIN 13-3131412 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,594 participants and $2,178,422,731 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,178,422,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,178,422,731
- Net assets (BOY)
- $1,857,158,951
Income & contributions
- Employer contributions
- $31,435,553
- Participant contributions
- $46,953,838
- Total contributions
- $84,642,773
- Total income / additions
- $516,331,793
Expenses & distributions
- Benefits paid
- $194,341,238
- Administrative expenses
- $706,560
- Total expenses
- $195,068,013
- Net increase / (decrease)
- $321,263,780