Plan Ledger DOL Form 5500 · updated monthly

Institutional Shareholder Services Inc.benefits

Institutional Shareholder Services Inc. Welfare Benefit Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$4,097

Institutional Shareholder Services Inc.'s benefits plan covered 738 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $4,097 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $6 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20246
ARAG INSURANCE COMPANYpremiums n/a · 114 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 1,350 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 1,226 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 18 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 739 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 739 covered
Brokers & agents paid · 20241
MERCER HEALTH AND BENEFITS, LLC.$4,097 · incl $4,097 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 061541449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.