Plan Ledger DOL Form 5500 · updated monthly

Institutional Shareholders Services Inc.benefits

Institutional Shareholder Services Inc. Welfare Benefit Plan · NEW YORK, NY · plan year 2023

Broker compensation reported · 2023
$4,553

Institutional Shareholders Services Inc.'s benefits plan covered 747 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $4,553 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 · 20236
ARAG INSURANCE COMPANYpremiums n/a · 134 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 1,362 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 1,316 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 6 covered
LINCOLN NATIONAL LIFE INURANCE COMPANY · lifepremiums n/a · 748 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 748 covered
Brokers & agents paid · 20231
MERCER HEALTH & BENEFITS LLC$4,553 · incl $4,553 fees
Also brokered by Mercer5
7-ELEVEN, Inc TX$4,238,609

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 061541449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.